Skip to content
Disclosery

BOK Financial Private Wealth, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BOK Financial Private Wealth, Inc. on XLE, newest first. How the timeline and the estimate are built.

BOK Financial Private Wealth, Inc. held 4,946 XLE 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 4,946 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $262,683.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    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 4,946 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $302,992.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    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 4,946 shares
    Change vs previous 13F +2,473 shares

    0.01% of the 13F portfolio, value $221,136.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    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 2,473 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $220,938.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    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 2,473 shares
    Change vs previous 13F -220 shares

    0.01% of the 13F portfolio, value $209,736.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    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 2,693 shares
    Change vs previous 13F -148 shares

    0.02% of the 13F portfolio, value $251,661.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    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 2,841 shares
    Change vs previous 13F -10,277 shares

    0.02% of the 13F portfolio, value $243,361.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    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 13,118 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,151,761.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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