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Arkadios Wealth Advisors: XOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arkadios Wealth Advisors on XOP, newest first. How the timeline and the estimate are built.

Arkadios Wealth Advisors held 17,578 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,578 shares
    Change vs previous 13F -5,778 shares

    0.04% of the 13F portfolio, value $2,711,572.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 23,356 shares
    Change vs previous 13F -1,008 shares

    0.07% of the 13F portfolio, value $4,246,870.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 24,364 shares
    Change vs previous 13F -1,763 shares

    0.06% of the 13F portfolio, value $3,076,247.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 26,127 shares
    Change vs previous 13F -666 shares

    0.08% of the 13F portfolio, value $3,454,035.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 26,793 shares
    Change vs previous 13F -8,080 shares

    0.1% of the 13F portfolio, value $3,370,546.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 34,873 shares
    Change vs previous 13F +27,216 shares

    0.17% of the 13F portfolio, value $4,593,109.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 7,657 shares
    Change vs previous 13F -76 shares

    0.06% of the 13F portfolio, value $1,013,509.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 7,733 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,017,078.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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