Skip to content
Disclosery

Blue Chip Partners, LLC: XLE position timeline

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

Blue Chip Partners, LLC held 768,144 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 768,144 shares
    Change vs previous 13F -6,494 shares

    2.58% of the 13F portfolio, value $40,796,102.

    13F-HR 0001632801-26-000004 filed by Blue Chip Partners, 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 774,638 shares
    Change vs previous 13F +6,025 shares

    3.42% of the 13F portfolio, value $47,454,353.

    13F-HR 0001632801-26-000003 filed by Blue Chip Partners, 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 768,613 shares
    Change vs previous 13F +391,784 shares

    2.49% of the 13F portfolio, value $34,364,701.

    13F-HR 0001632801-26-000001 filed by Blue Chip Partners, 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 376,829 shares
    Change vs previous 13F +8,798 shares

    2.52% of the 13F portfolio, value $33,665,911.

    13F-HR 0001632801-25-000009 filed by Blue Chip Partners, 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 368,031 shares
    Change vs previous 13F +12,021 shares

    2.54% of the 13F portfolio, value $31,212,717.

    13F-HR 0001632801-25-000005 filed by Blue Chip Partners, 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 356,010 shares
    Change vs previous 13F +16,503 shares

    2.87% of the 13F portfolio, value $33,269,167.

    13F-HR 0001632801-25-000004 filed by Blue Chip Partners, 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 339,507 shares
    Change vs previous 13F -8,190 shares

    2.5% of the 13F portfolio, value $29,082,163.

    13F-HR 0001632801-25-000002 filed by Blue Chip Partners, 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 347,697 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $30,527,802.

    13F-HR 0001632801-24-000006 filed by Blue Chip Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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