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

Heritage Oak Wealth Advisors LLC

$271 Billion
Q4 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 12,682 shares of XOP stock, worth $1.7 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

12,682

Previous 13,621 6.89%

Holding current value

$1.7 Million

Previous $1.8 Billion 11.08%

% of portfolio

0.59%

Previous 0.65%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	SELL	$123.29 - $134.49 $115,769 - $126,286	-939 Reduced 6.89%	12,682 $1.6 Billion
Q3 2025 Oct 20, 2025	SELL	$121.81 - $137.24 $265,180 - $298,771	-2,177 Reduced 13.78%	13,621 $1.8 Billion
Q2 2025 Jul 15, 2025	BUY	$101.91 - $134.83 $6,929 - $9,168	68 Added 0.43%	15,798 $1.99 Billion
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

448

Shares Held

28.5M

Call Options Held

8.76M

Put Options Held

18.5M

View Full List

About SPDR SER TR OIL & GAS EXPLORAT

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