Ep Wealth Advisors, LLC Spdr Ser Tr Oil & Gas Explorat Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Spdr Ser Tr Oil & Gas Explorat stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 289,507 shares of XOP stock, worth $34.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
289,507
Previous 280,084 3.36%
Holding current value
$34.6 Million
Previous $37.1 Million 2.85%
% of portfolio
0.32%
Previous 0.32%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$120.5 - $145.97 $1.14 Million - $1.38 Million
9,423 Added 3.36%
289,507 $38.1 Million
Q4 2024

Feb 13, 2025
SELL
$125.5 - $148.67 $199,921 - $236,831
-1,593 Reduced 0.57%
280,084 $37.1 Million
Q3 2024

Nov 14, 2024
BUY
$126.87 - $148.36 $20.3 Million - $23.7 Million
159,796 Added 131.11%
281,677 $37 Million
Q2 2024

Aug 19, 2024
BUY
$142.71 - $160.59 $17.4 Million - $19.6 Million
121,881 New
121,881 $17.7 Million
Q3 2023

Nov 22, 2023
BUY
$125.17 - $153.81 $153,708 - $188,878
1,228 New
1,228 $181,000

Others Institutions Holding XOP

# of Institutions
472
Shares Held
25.2M
Call Options Held
10M
Put Options Held
19.2M
View Full List

About SPDR SER TR OIL & GAS EXPLORAT

XOP Quotes by TradingView
  • Ticker XOP
  • Sector ETFs
  • Industry ETFs
More about XOP
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