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XOPXOP
10 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in SPDR SERIES TRUST

EP Wealth Advisors, LLC holds 74,900 shares of XOP (SPDR SERIES TRUST), worth $11.6M as of 2026-Q2. The position was decreased (-2.3% shares). XOP represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$11.6M

Current Shares

74,900

Total Value Change

+$11.4M

Total Shares Change

+73,672

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
74,900
-2.3%
$11.6M0.0%$154.26
0
2026-Q1
Decreased
76,671
-3.2%
$13.9M0.1%$158.99
0
2025-Q4
Decreased
79,193
-72.9%
$10M0.1%$127.43
0
2025-Q2
Increased
292,149
+0.9%
$36.8M0.2%$125.42
35
2025-Q1
Increased
289,507
+3.4%
$38.1M0.3%$128.13
36
2024-Q4
Decreased
280,084
-0.6%
$37.1M0.3%$127.34
0
2024-Q3
Increased
281,677
+131.1%
$37M0.3%$127.02
56
2024-Q2
New
121,881
-
$17.7M0.2%$139.97
47
2023-Q4
Exited
0
-100.0%
$00.0%$130.35
0
2023-Q3
New
1,228
-
$181,6110.0%$139.75
31

Other major holders of XOP: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, Varma Mutual Pension Insurance Co, MORGAN STANLEY, BANK OF AMERICA CORP /DE/

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