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Campion Asset Management: XLE position timeline

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

Campion Asset Management held 7,494 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,494 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $398,006.

    13F-HR 0001172661-26-002889 filed by Campion Asset Management
    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 7,494 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $459,082.

    13F-HR 0001172661-26-001859 filed by Campion Asset Management
    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 7,494 shares
    Change vs previous 13F +3,157 shares

    0.23% of the 13F portfolio, value $335,057.

    13F-HR 0001172661-26-000945 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,337 shares
    Change vs previous 13F -70 shares

    0.28% of the 13F portfolio, value $387,468.

    13F-HR 0001172661-25-004972 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,407 shares
    Change vs previous 13F -125 shares

    0.28% of the 13F portfolio, value $373,758.

    13F-HR 0001172661-25-002641 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,532 shares
    Change vs previous 13F +122 shares

    0.33% of the 13F portfolio, value $423,515.

    13F-HR 0001172661-25-001708 filed by Campion Asset Management
    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 4,410 shares
    Change vs previous 13F -210 shares

    0.29% of the 13F portfolio, value $377,761.

    13F-HR 0001172661-25-000770 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,620 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $405,636.

    13F-HR 0001172661-24-004625 filed by Campion Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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