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

WealthSource Partners’s Portfolio XOP Stock Details XOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$305K	Hold	2,228	–	–	0.02%	412
2023 Q3	$330K	Hold	2,228	–	–	0.02%	391
2023 Q2	$287K	Hold	2,228	–	–	0.02%	419
2023 Q1	$284K	Hold	2,228	–	–	0.02%	413
2022 Q4	$303K	Sell	2,228 -1,113	-33%	-$161K	0.02%	396
2022 Q3	$417K	Buy	3,341 +20	+0.6%	+$2.64K	0.03%	335
2022 Q2	$397K	Sell	3,321 -1,661	-33%	-$233K	0.03%	344
2022 Q1	$670K	Buy	4,982 +25	+0.5%	+$2.88K	0.05%	290
2021 Q4	$475K	Sell	4,957 -14	-0.3%	-$1.43K	0.04%	319
2021 Q3	$481K	Buy	4,971 +2,734	+122%	+$233K	0.04%	300
2021 Q2	$216K	Buy	+2,237	New	+$195K	0.02%	429
2019 Q1	–	Sell	-2,625	Closed	-$279K	–	373
2018 Q4	$279K	Buy	+2,625	New	+$367K	0.08%	224

Other funds holding XOP

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

WealthSource Partners's XOP Position: Q4 2023 in Review

WealthSource Partners held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q4 2023 at 2,228 shares worth $305K. The position accounts for 0.02% of the portfolio, ranked #412.

WealthSource Partners first reported a position in XOP in Q4 2018 and has held it in 12 quarters since. The position peaked at $670K in Q1 2022. 393 funds tracked by Wall St. Rank hold XOP as of Q4 2023.

WealthSource Partners held 2,228 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $305K as of Q4 2023.
WealthSource Partners left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q4 2023.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #412 holding.
WealthSource Partners first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q4 2018 and has held it in 12 quarters since.
WealthSource Partners's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $670K in Q1 2022.
393 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.