Heritage Oak Wealth Advisors LLC Spdr Ser Tr Oil & Gas Explorat Transaction History

Heritage Oak Wealth Advisors LLC

  • $228 Billion
  • Q1 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Spdr Ser Tr Oil & Gas Explorat stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 15,730 shares of XOP stock, worth $1.79 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares
15,730
Previous 12,458 26.26%
Holding current value
$1.79 Million
Previous $1.65 Billion 25.63%
% of portfolio
0.91%
Previous 0.77%

Shares

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

Apr 28, 2025
BUY
$120.5 - $145.97 $394,276 - $477,613
3,272 Added 26.26%
15,730 $2.07 Billion
Q4 2024

Feb 05, 2025
BUY
$125.5 - $148.67 $1.56 Million - $1.85 Million
12,458 New
12,458 $1.65 Billion
Q2 2024

Aug 28, 2024
BUY
$142.71 - $160.59 $1.22 Million - $1.37 Million
8,557 New
8,557 $1.24 Billion

Others Institutions Holding XOP

# of Institutions
481
Shares Held
20.8M
Call Options Held
12M
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 Heritage Oak Wealth Advisors LLC Portfolio

Follow Heritage Oak 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 Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email