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 $35.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
289,507
Previous 280,084 3.36%
Holding current value
$35.6 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
461
Shares Held
24.7M
Call Options Held
10.1M
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
Track This Portfolio

Track Ep Wealth Advisors, LLC Portfolio

Follow Ep Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ep Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ep Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email