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Disclosery

Caprock Group, LLC: XLE position timeline

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

Caprock Group, LLC held 25,708 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 25,708 shares
    Change vs previous 13F -6,092 shares

    0.03% of the 13F portfolio, value $1,365,383.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 31,800 shares
    Change vs previous 13F +15,580 shares

    0.05% of the 13F portfolio, value $1,948,103.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 16,220 shares
    Change vs previous 13F +7,169 shares

    0.02% of the 13F portfolio, value $725,229.

    13F-HR 0001610769-26-000001 filed by Caprock Group, 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 9,051 shares
    Change vs previous 13F -1,285 shares

    0.02% of the 13F portfolio, value $818,169.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 10,336 shares
    Change vs previous 13F -780 shares

    0.03% of the 13F portfolio, value $965,919.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,116 shares
    Change vs previous 13F +1,289 shares

    0.03% of the 13F portfolio, value $952,282.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 9,827 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $862,865.

    13F-HR 0001085146-24-005444 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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