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

Whittier Trust’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 Q2	$134K	Hold	870	–	–	﹤0.01%	691
2026 Q1	$156K	Sell	870 -160	-16%	-$24.1K	﹤0.01%	637
2025 Q4	$129K	Sell	1,030 -30	-3%	-$3.89K	﹤0.01%	689
2025 Q3	$141K	Hold	1,060	–	–	﹤0.01%	652
2025 Q2	$133K	Hold	1,060	–	–	﹤0.01%	728
2025 Q1	$140K	Sell	1,060 -2,325	-69%	-$312K	﹤0.01%	717
2024 Q4	$448K	Hold	3,385	–	–	0.01%	511
2024 Q3	$445K	Hold	3,385	–	–	0.01%	523
2024 Q2	$492K	Hold	3,385	–	–	0.01%	485
2024 Q1	$524K	Hold	3,385	–	–	0.01%	482
2023 Q4	$463K	Hold	3,385	–	–	0.01%	490
2023 Q3	$501K	Sell	3,385 -160	-5%	-$22.9K	0.01%	465
2023 Q2	$457K	Hold	3,545	–	–	0.01%	477
2023 Q1	$452K	Sell	3,545 -125	-3%	-$16.6K	0.01%	477
2022 Q4	$499K	Hold	3,670	–	–	0.01%	466
2022 Q3	$458K	Hold	3,670	–	–	0.01%	469
2022 Q2	$438K	Hold	3,670	–	–	0.01%	478
2022 Q1	$494K	Buy	3,670 +460	+14%	+$53K	0.01%	497
2021 Q4	$308K	Hold	3,210	–	–	0.01%	586
2021 Q3	$310K	Buy	3,210 +40	+1%	+$3.4K	0.01%	557
2021 Q2	$307K	Hold	3,170	–	–	0.01%	572
2021 Q1	$258K	Buy	3,170 +2,460	+346%	+$188K	0.01%	592
2020 Q4	$42K	Sell	710 -15,873	-96%	-$804K	﹤0.01%	889
2020 Q3	$697K	Buy	16,583 +13,615	+459%	+$685K	0.02%	378
2020 Q2	$155K	Buy	2,968 +2,218	+296%	+$112K	﹤0.01%	595
2020 Q1	$25K	Sell	750 -2,462	-77%	-$163K	﹤0.01%	942
2019 Q4	$304K	Buy	3,212 +2,462	+328%	+$213K	0.01%	475
2019 Q3	$67K	Buy	+750	New	+$70.6K	﹤0.01%	771

Other funds holding XOP

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Whittier Trust's XOP Position: Q2 2026 in Review

Whittier Trust held its State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) position steady in Q2 2026 at 870 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Whittier Trust first reported a position in XOP in Q3 2019 and has held it in 28 quarters since. The position peaked at $697K in Q3 2020. 388 funds tracked by Wall St. Rank hold XOP as of Q2 2026.

Whittier Trust held 870 shares of State Street SPDR S&P Oil & Gas Exploration & Production ETF worth $134K as of Q2 2026.
Whittier Trust left its State Street SPDR S&P Oil & Gas Exploration & Production ETF share count unchanged in Q2 2026.
State Street SPDR S&P Oil & Gas Exploration & Production ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #691 holding.
Whittier Trust first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2019 and has held it in 28 quarters since.
Whittier Trust's State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $697K in Q3 2020.
388 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.