Who owns XOP
Which tracked institutional funds hold XOP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See XOP company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
XOP’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes XOP more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in XOP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their XOP positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 3,750,615 | $579M | 16.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,398,959 | $524M | 15.2% | 2026-Q2 |
| CITIGROUP INC added | 2,322,574 | $358M | 10.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1,500,000 | $231M | 6.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,025,389 | $158M | 4.6% | 2026-Q2 |
| UBS Group AG added | 939,766 | $145M | 4.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 736,830 | $114M | 3.3% | 2026-Q2 |
| Vanderbilt University added | 730,070 | $113M | 3.3% | 2026-Q2 |
| LPL Financial LLC added | 674,103 | $104M | 3.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 643,168 | $99M | 2.9% | 2026-Q2 |
| BARCLAYS PLC trimmed | 476,588 | $74M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 436,643 | $68M | 2.0% | 2026-Q2 |
| MENORA MIVTACHIM HOLDINGS LTD. added | 426,550 | $66M | 1.9% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 398,877 | $62M | 1.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 396,418 | $61M | 1.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 394,396 | $61M | 1.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 328,143 | $51M | 1.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 295,054 | $46M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 235,336 | $36M | 1.0% | 2026-Q2 |
| Cadence Wealth Management LLC added | 210,558 | $32M | 0.9% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 189,279 | $29M | 0.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 136,234 | $21M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 105,515 | $16M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 105,254 | $16M | 0.5% | 2026-Q2 |
| Maytus Capital Management, LLC new | 90,450 | $14M | 0.4% | 2026-Q2 |
| Financial Sense Advisors, Inc. added | 89,716 | $14M | 0.4% | 2026-Q2 |
| Bank Pictet & Cie (Europe) AG trimmed | 86,875 | $13M | 0.4% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 86,174 | $13M | 0.4% | 2026-Q2 |
| Jump Financial, LLC added | 81,765 | $13M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 76,829 | $12M | 0.3% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 74,993 | $12M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC trimmed | 74,900 | $12M | 0.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 71,050 | $11M | 0.3% | 2026-Q2 |
| Allianz SE trimmed | 70,125 | $11M | 0.3% | 2026-Q2 |
| Caption Management, LLC added | 61,700 | $10M | 0.3% | 2026-Q2 |
| SATOVSKY ASSET MANAGEMENT LLC trimmed | 60,856 | $9M | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 57,662 | $9M | 0.3% | 2026-Q2 |
| W.G. Shaheen & Associates DBA Whitney & Co added | 55,941 | $9M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 55,357 | $9M | 0.2% | 2026-Q2 |
| Corecam Pte. Ltd. added | 54,918 | $8M | 0.2% | 2026-Q2 |
| FOURPATH CAPITAL MANAGEMENT, LLC new | 53,669 | $8M | 0.2% | 2026-Q2 |
| Parallax Volatility Advisers, L.P. added | 50,628 | $8M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. trimmed | 50,309 | $8M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 49,377 | $8M | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 48,518 | $7M | 0.2% | 2026-Q2 |
| Nikulski Financial, Inc. added | 46,861 | $7M | 0.2% | 2026-Q2 |
| Skylands Capital, LLC trimmed | 43,885 | $7M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 43,358 | $7M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 37,964 | $6M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 37,839 | $6M | 0.2% | 2026-Q2 |
| Itau Unibanco Holding S.A. added | 37,830 | $6M | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 37,375 | $6M | 0.2% | 2026-Q2 |
| Modus Advisors, LLC trimmed | 35,354 | $5M | 0.2% | 2026-Q2 |
| Carrera Capital Advisors trimmed | 31,492 | $5M | 0.1% | 2026-Q2 |
| Volterra Technologies LP new | 30,242 | $5M | 0.1% | 2026-Q2 |
| Aster Capital Management (DIFC) Ltd | 26,065 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 26,036 | $4M | 0.1% | 2026-Q2 |
| ArchPoint Investors | 24,933 | $4M | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 24,213 | $4M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 23,638 | $4M | 0.1% | 2026-Q2 |
| STAPP WEALTH MANAGEMENT, PLLC added | 23,425 | $4M | 0.1% | 2026-Q2 |
| Corecam AG new | 23,300 | $4M | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 22,938 | $4M | 0.1% | 2026-Q2 |
| ABBINGTON INVESTMENT GROUP trimmed | 22,283 | $3M | 0.1% | 2026-Q2 |
| SUMMIT SECURITIES GROUP LLC trimmed | 22,117 | $3M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 21,757 | $3M | 0.1% | 2026-Q2 |
| Albar Capital Partners LLP new | 18,555 | $3M | 0.1% | 2026-Q2 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC trimmed | 18,439 | $3M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 18,355 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 18,193 | $3M | 0.1% | 2026-Q2 |
| ARS Investment Partners, LLC added | 17,662 | $3M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 17,578 | $3M | 0.1% | 2026-Q2 |
| Convergence Financial, LLC trimmed | 17,328 | $3M | 0.1% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC | 17,313 | $3M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 16,652 | $3M | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 16,624 | $3M | 0.1% | 2026-Q2 |
| O'Connor Alternative Investments LLC new | 16,570 | $3M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 16,450 | $3M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 16,316 | $3M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. trimmed | 16,100 | $2M | 0.1% | 2026-Q2 |
| PEAK6 LLC new | 16,055 | $2M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 15,799 | $2M | 0.1% | 2026-Q2 |
| Emmett Investment Management, LP added | 15,550 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 15,242 | $2M | 0.1% | 2026-Q2 |
| CAZ INVESTMENTS LP | 15,000 | $2M | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 14,964 | $2M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 14,946 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 14,804 | $2M | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 14,164 | $2M | 0.1% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. trimmed | 13,912 | $2M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 13,792 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 13,376 | $2M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 12,830 | $2M | 0.1% | 2026-Q2 |
| Anson Capital, Inc. trimmed | 12,258 | $2M | 0.1% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC trimmed | 11,848 | $2M | 0.1% | 2026-Q2 |
| Stamos Capital Partners, L.P. added | 11,809 | $2M | 0.1% | 2026-Q2 |
| CASTLEARK MANAGEMENT LLC trimmed | 11,470 | $2M | 0.1% | 2026-Q2 |
| Southeast Asset Advisors, LLC | 11,395 | $2M | 0.1% | 2026-Q2 |
| HBK Sorce Advisory LLC trimmed | 10,722 | $2M | 0.1% | 2026-Q2 |
| Coppell Advisory Solutions LLC added | 648 | $4M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.