Signals

← Signals

☆XOP

366 in-universe funds with a nonzero position in XOP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#969
Score / z0.070 / 0.10
Consensus103.30 over 200 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-10% / 4.5d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 577.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 471.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 403.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 403.1 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 342.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 289.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 198.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 101.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 85.9 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
☆Vanderbilt University CIK 0001825985 0.404 74 47.5 7.9% 2 -0.6 pp +7.9 pp +7.9 pp +7.9 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 45.2 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 22.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cadence Wealth Management LLC CIK 0001845250 0.544 63 18.7 9.8% 2 +7.7 pp +9.8 pp +9.8 pp +9.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 8.8 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 8.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SATOVSKY ASSET MANAGEMENT LLC CIK 0001807288 0.877 74 7.9 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 7.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 7.0 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Atom Investors LP CIK 0001738902 0.004 818 5.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 5.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Skylands Capital, LLC CIK 0001299910 0.457 166 5.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 5.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 5.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corecam Pte. Ltd. CIK 0002106977 0.168 82 4.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PING CAPITAL MANAGEMENT, INC. CIK 0001804352 0.687 69 4.4 2.6% 2 +1.1 pp +2.6 pp +2.6 pp +2.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ArchPoint Investors CIK 0001483472 0.607 80 3.3 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆SALZHAUER MICHAEL CIK 0001059543 0.470 79 3.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 3.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frisch Financial Group, Inc. CIK 0001767730 0.406 187 2.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 2.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Quarry LP CIK 0001965207 0.031 2367 2.7 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 2.6 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆ONE PLUS ONE WEALTH MANAGEMENT, LLC CIK 0001860132 0.295 89 2.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARS Investment Partners, LLC CIK 0000733020 0.452 181 2.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 2.3 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.3 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carrera Capital Advisors CIK 0002035329 0.443 210 2.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pettinga Financial Advisors LLC CIK 0001694592 0.450 156 2.0 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 1.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 1.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMICA MUTUAL INSURANCE CO CIK 0000857508 0.683 142 1.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 1.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anson Capital, Inc. CIK 0001906003 0.307 93 1.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG HOLDINGS, INC. CIK 0001845210 0.763 87 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 1.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 1.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arrowroot Family Office, LLC CIK 0002017744 0.376 174 1.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 1.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ACCESS FINANCIAL SERVICES, INC. CIK 0001699622 0.452 103 1.0 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆E&G Advisors, LLC CIK 0001598550 0.504 243 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wakefield Asset Management LLLP CIK 0001600435 0.128 225 0.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Paragon Capital Management LLC CIK 0001388437 0.504 60 0.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.8 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gainplan LLC CIK 0001697857 0.087 60 0.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆MERIDIAN INVESTMENT COUNSEL INC. CIK 0001427351 0.248 250 0.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockingstone Advisors LLC CIK 0002027176 0.225 115 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Nikulski Financial, Inc. CIK 0001729847 0.296 180 0.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.7 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Parkside Investments, LLC CIK 0001706248 0.662 91 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mirabaud & Cie SA CIK 0001869685 0.590 53 0.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Argent Trust Co CIK 0001625292 0.533 769 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madrid Financial Services CIK 0002135336 0.540 26 0.0 0.0% 0 +0.0 pp -4.6 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sourcerock Group LLC CIK 0001822531 0.784 36 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN FOCUS CAPITAL PARTNERS, LLC CIK 0001387761 0.654 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
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☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.2 pp -0.0 pp -0.0 pp +0.0 pp
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☆Capital Investment Counsel, Inc CIK 0001418421 0.677 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just XOP). Qtrs Held counts distinct quarters this fund has actually held XOP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its XOP position size. Δ columns are the percentage-point change in XOP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status