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WSCM
Wellington Shields Capital Management’s
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
Stock Holding History
Wellington Shields Capital Management’s Portfolio
XOP Stock Details
XOP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.55M
Hold
8,523
–
–
0.23%
84
2025
Q4
$1.08M
Sell
8,523
-167
-2%
-$21.6K
0.16%
106
2025
Q3
$1.15M
Sell
8,690
-500
-5%
-$64.6K
0.17%
105
2025
Q2
$1.16M
Hold
9,190
–
–
0.2%
99
2025
Q1
$1.21M
Hold
9,190
–
–
0.22%
89
2024
Q4
$1.22M
Sell
9,190
-6,500
-41%
-$889K
0.22%
92
2024
Q3
$2.06M
Buy
15,690
+140
+0.9%
+$19.3K
0.36%
63
2024
Q2
$2.26M
Hold
15,550
–
–
0.41%
53
2024
Q1
$2.41M
Hold
15,550
–
–
0.45%
52
2023
Q4
$2.13M
Buy
15,550
+1,850
+14%
+$260K
0.27%
54
2023
Q3
$2.03M
Buy
13,700
+3,150
+30%
+$451K
0.27%
56
2023
Q2
$1.36M
Sell
10,550
-12,610
-54%
-$1.58M
0.17%
83
2023
Q1
$2.95M
Hold
23,160
–
–
0.36%
31
2022
Q4
$3.15M
Hold
23,160
–
–
0.38%
31
2022
Q3
$2.89M
Sell
23,160
-2,600
-10%
-$343K
0.69%
32
2022
Q2
$3.08M
Hold
25,760
–
–
0.38%
34
2022
Q1
$3.47M
Buy
25,760
+3,430
+15%
+$395K
0.38%
34
2021
Q4
$2.14M
Buy
22,330
+10,424
+88%
+$1.07M
0.27%
81
2021
Q3
$1.15M
Sell
11,906
-324
-3%
-$27.6K
0.16%
113
2021
Q2
$1.18M
Buy
+12,230
New
+$1.07M
0.14%
123
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$871B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Citigroup
New York
$235B AUM
32.99%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$62.2B AUM
31.35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC.
New York
$2.72B AUM
36.56%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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