Waverly Advisors’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Waverly Advisors’s Portfolio XOP Stock Details XOP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$355K	Buy
2025 Q2	$237K	Sell
2025 Q1	$277K	Sell
2024 Q4	$293K	Buy
2015 Q3	–	Sell
2015 Q2	$75K	Hold
2015 Q1	$83K	Buy