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Allred Capital Management, LLC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Allred Capital Management, LLC on XLE, newest first. How the timeline and the estimate are built.

Allred Capital Management, LLC held 67,255 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,255 shares
    Change vs previous 13F -6,986 shares

    1.17% of the 13F portfolio, value $3,572,168.

    13F-HR 0001172661-26-003343 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 74,241 shares
    Change vs previous 13F -5,914 shares

    1.66% of the 13F portfolio, value $4,548,401.

    13F-HR 0001172661-26-001821 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 80,155 shares
    Change vs previous 13F +41,719 shares

    1.3% of the 13F portfolio, value $3,583,878.

    13F-HR 0001172661-26-000564 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,436 shares
    Change vs previous 13F -2,784 shares

    1.2% of the 13F portfolio, value $3,434,148.

    13F-HR 0001172661-25-004761 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 41,220 shares
    Change vs previous 13F -3,873 shares

    1.31% of the 13F portfolio, value $3,496,027.

    13F-HR 0001172661-25-003443 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 45,093 shares
    Change vs previous 13F -234 shares

    1.68% of the 13F portfolio, value $4,213,669.

    13F-HR 0001172661-25-002409 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 45,327 shares
    Change vs previous 13F -569 shares

    1.5% of the 13F portfolio, value $3,882,429.

    13F-HR 0001172661-25-000793 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 45,896 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $4,029,537.

    13F-HR 0001172661-24-004628 filed by Allred Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).