Western Wealth Management’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

Western Wealth Management’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
2026 Q3	$269K	Buy	1,503 +2	+0.1%	+$357	0.01%	821
2026 Q2	$232K	Sell	1,501 -124	-8%	-$20.7K	0.01%	920
2026 Q1	$295K	Sell	1,625 -4	-0.2%	-$603	0.01%	809
2025 Q4	$206K	Buy	1,629 +3	+0.2%	+$389	0.01%	800
2025 Q3	$215K	Sell	1,626 -198	-11%	-$25.6K	0.01%	713
2025 Q2	$229K	Sell	1,824 -535	-23%	-$64.1K	0.01%	642
2025 Q1	$311K	Buy	2,359 +251	+12%	+$33.7K	0.02%	524
2024 Q4	$279K	Buy	+2,108	New	+$288K	0.01%	636
2023 Q4	–	Sell	-1,454	Closed	-$215K	–	714
2023 Q3	$215K	Buy	+1,454	New	+$208K	0.02%	594
2022 Q4	–	Sell	-1,904	Closed	-$237K	–	806
2022 Q3	$237K	Sell	1,904 -1,622	-46%	-$214K	0.01%	706
2022 Q2	$421K	Buy	3,526 +286	+9%	+$40.2K	0.02%	518
2022 Q1	$436K	Sell	3,240 -2,264	-41%	-$261K	0.02%	570
2021 Q4	$528K	Buy	+5,504	New	+$564K	0.05%	312
2021 Q2	$771K	Buy	7,999 +605	+8%	+$52.8K	0.08%	261
2021 Q1	$601K	Buy	7,394 +14	+0.2%	+$1.07K	0.08%	246
2020 Q4	$432K	Buy	7,380 +481	+7%	+$24.4K	0.06%	277
2020 Q3	$291K	Sell	6,899 -60	-0.9%	-$3.02K	0.05%	340
2020 Q2	$363K	Sell	6,959 -8,839	-56%	-$446K	0.07%	278
2020 Q1	$199K	Buy	+15,798	New	+$1.05M	0.05%	344

Other funds holding XOP

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Vanderbilt University Nashville, Tennessee $822M AUM 12.92% 1-Year Est. Return

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Quadrature Capital London, United Kingdom $16.1B AUM 61.25% 1-Year Est. Return

Western Wealth Management's XOP Position: Q3 2026 in Review

Western Wealth Management increased its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) stake by 0.13% in Q3 2026, buying an estimated $357 and bringing the position to 1,503 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #821.

Western Wealth Management first reported a position in XOP in Q1 2020 and has held it in 19 quarters since. The position peaked at $771K in Q2 2021. 313 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

Western Wealth Management held 1,503 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $269K as of Q3 2026.
Western Wealth Management bought 2 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $357.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up 0.01% of Western Wealth Management's portfolio in Q3 2026, its #821 holding.
Western Wealth Management first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q1 2020 and has held it in 19 quarters since.
Western Wealth Management's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $771K in Q2 2021.
313 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.