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Disclosery

Boltwood Capital Management: XLE position timeline

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

Boltwood Capital Management held 42,968 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,968 shares
    Change vs previous 13F -8 shares

    0.6% of the 13F portfolio, value $2,642,532.

    13F-HR 0001563690-26-000005 filed by Boltwood Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,976 shares
    Change vs previous 13F -41 shares

    0.52% of the 13F portfolio, value $2,282,455.

    13F-HR 0001563690-26-000003 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,017 shares
    Change vs previous 13F -80 shares

    0.67% of the 13F portfolio, value $2,635,221.

    13F-HR 0001563690-26-000002 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,097 shares
    Change vs previous 13F +21,358 shares

    0.5% of the 13F portfolio, value $1,926,867.

    13F-HR 0001563690-26-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,739 shares
    Change vs previous 13F -490 shares

    0.52% of the 13F portfolio, value $1,942,162.

    13F-HR 0001563690-25-000008 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,229 shares
    Change vs previous 13F -917 shares

    0.54% of the 13F portfolio, value $1,885,241.

    13F-HR 0001563690-25-000006 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,146 shares
    Change vs previous 13F +393 shares

    0.66% of the 13F portfolio, value $2,162,994.

    13F-HR 0001563690-25-000005 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 22,753 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,949,022.

    13F-HR 0001563690-25-000001 filed by Boltwood Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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