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Capital Investment Counsel, Inc: XLE position timeline

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

Capital Investment Counsel, Inc held 9,126 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,126 shares
    Change vs previous 13F -12,663 shares

    0.05% of the 13F portfolio, value $484,682.

    13F-HR 0001398344-26-012729 filed by Capital Investment Counsel, 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 21,789 shares
    Change vs previous 13F -1,410 shares

    0.16% of the 13F portfolio, value $1,334,794.

    13F-HR 0001398344-26-006787 filed by Capital Investment Counsel, 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 23,199 shares
    Change vs previous 13F +11,899 shares

    0.12% of the 13F portfolio, value $1,037,227.

    13F-HR 0001398344-26-001082 filed by Capital Investment Counsel, 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 11,300 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,009,542.

    13F-HR 0001398344-25-020096 filed by Capital Investment Counsel, 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 11,300 shares
    Change vs previous 13F -218 shares

    0.13% of the 13F portfolio, value $958,353.

    13F-HR 0001398344-25-014802 filed by Capital Investment Counsel, 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 11,518 shares
    Change vs previous 13F -400 shares

    0.16% of the 13F portfolio, value $1,076,357.

    13F-HR 0001398344-25-007911 filed by Capital Investment Counsel, 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 11,918 shares
    Change vs previous 13F -1,512 shares

    0.15% of the 13F portfolio, value $1,020,896.

    13F-HR 0001398344-25-001655 filed by Capital Investment Counsel, 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 13,430 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,179,154.

    13F-HR 0001398344-24-019159 filed by Capital Investment Counsel, Inc
    Filed (acceptance time not in the bulk data set), ingested

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