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Disclosery

Cadence Wealth Management LLC: XOP position timeline

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

Cadence Wealth Management LLC held 210,558 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,558 shares
    Change vs previous 13F +3,567 shares

    14.55% of the 13F portfolio, value $32,480,699.

    13F-HR 0001951757-26-001252 filed by Cadence Wealth Management 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 206,991 shares
    Change vs previous 13F -28,933 shares

    15.7% of the 13F portfolio, value $37,637,161.

    13F-HR 0001951757-26-000830 filed by Cadence Wealth Management 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 235,924 shares
    Change vs previous 13F +94,195 shares

    14.38% of the 13F portfolio, value $29,787,746.

    13F-HR 0001951757-26-000388 filed by Cadence Wealth Management 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 141,729 shares
    Change vs previous 13F +116,203 shares

    9.81% of the 13F portfolio, value $18,736,570.

    13F-HR 0001951757-25-001281 filed by Cadence Wealth Management 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 25,526 shares
    Change vs previous 13F +954 shares

    2.12% of the 13F portfolio, value $3,211,194.

    13F-HR 0001951757-25-001058 filed by Cadence Wealth Management 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 24,572 shares
    Change vs previous 13F +526 shares

    2.39% of the 13F portfolio, value $3,236,371.

    13F-HR 0001951757-25-000516 filed by Cadence Wealth Management 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 24,046 shares
    Change vs previous 13F +1,180 shares

    2.11% of the 13F portfolio, value $3,182,932.

    13F-HR 0001951757-25-000226 filed by Cadence Wealth Management 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 22,866 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $3,007,398.

    13F-HR 0001951757-24-001172 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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