Waverly Advisors’s SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
1,885
-217
| -10% | -$27.3K | ﹤0.01% | 1064 |
|
|
2025
Q1 | $277K | Sell |
2,102
-109
| -5% | -$14.4K | ﹤0.01% | 944 |
|
|
2024
Q4 | $293K | Buy |
+2,211
| New | +$293K | ﹤0.01% | 826 |
|
|
2015
Q3 | – | Sell |
-400
| Closed | -$75K | – | 456 |
|
|
2015
Q2 | $75K | Hold |
400
| – | – | 0.05% | 94 |
|
|
2015
Q1 | $83K | Buy |
+400
| New | +$83K | 0.04% | 83 |
|