BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s State Street SPDR S&P Oil & Gas Exploration & Production ETF XOP Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-70	Closed	-$10.8K	–	2638
2026 Q2	$10.8K	Sell	70 -209	-75%	-$35K	﹤0.01%	1505
2026 Q1	$50.8K	Buy	279 +17	+6%	+$2.56K	0.01%	986
2025 Q4	$33.1K	Sell	262 -208	-44%	-$26.9K	﹤0.01%	1156
2025 Q3	$62.2K	Sell	470 -13	-3%	-$1.68K	0.01%	870
2025 Q2	$60.8K	Sell	483 -123	-20%	-$14.7K	0.01%	843
2025 Q1	$79.8K	Sell	606 -66	-10%	-$8.85K	0.01%	779
2024 Q4	$89K	Sell	672 -32	-5%	-$4.38K	0.02%	693
2024 Q3	$92.6K	Buy	+704	New	+$97.3K	0.01%	745

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

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s XOP Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of State Street SPDR S&P Oil & Gas Exploration & Production ETF (XOP) in Q3 2026, closing a stake of 70 shares — an estimated $10.8K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in XOP in Q3 2024 and held it in 8 quarters. The position peaked at $92.6K in Q3 2024. 313 funds tracked by Wall St. Rank hold XOP as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining State Street SPDR S&P Oil & Gas Exploration & Production ETF position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 70 State Street SPDR S&P Oil & Gas Exploration & Production ETF shares in Q3 2026, an estimated $10.8K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in State Street SPDR S&P Oil & Gas Exploration & Production ETF in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s State Street SPDR S&P Oil & Gas Exploration & Production ETF position peaked at $92.6K in Q3 2024.
313 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.