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Auxano Advisors, LLC: XLE position timeline

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

Auxano Advisors, LLC held 7,966 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,966 shares
    Change vs previous 13F -518 shares

    0.08% of the 13F portfolio, value $423,075.

    13F-HR 0001811491-26-000004 filed by Auxano Advisors, 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 8,484 shares
    Change vs previous 13F +3 shares

    0.1% of the 13F portfolio, value $519,756.

    13F-HR 0001811491-26-000003 filed by Auxano Advisors, 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 8,481 shares
    Change vs previous 13F +4,231 shares

    0.07% of the 13F portfolio, value $379,193.

    13F-HR 0001811491-26-000001 filed by Auxano Advisors, 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 4,250 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $379,684.

    13F-HR 0001811491-25-000002 filed by Auxano Advisors, 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 4,248 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $360,255.

    13F-HR 0001085146-25-004846 filed by Auxano Advisors, 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 4,246 shares
    Change vs previous 13F -498 shares

    0.11% of the 13F portfolio, value $396,757.

    13F-HR 0001085146-25-002590 filed by Auxano Advisors, 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 4,744 shares
    Change vs previous 13F +202 shares

    0.1% of the 13F portfolio, value $406,351.

    13F-HR 0001085146-25-000848 filed by Auxano Advisors, 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 4,542 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $398,763.

    13F-HR 0001085146-24-005409 filed by Auxano Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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