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Disclosery

CHAPIN DAVIS, INC.: XLE position timeline

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

CHAPIN DAVIS, INC. held 8,507 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,507 shares
    Change vs previous 13F +58 shares

    0.1% of the 13F portfolio, value $523,183.

    13F-HR 0001085146-26-000828 filed by CHAPIN DAVIS, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,449 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $448,715.

    13F-HR 0000872098-26-000005 filed by CHAPIN DAVIS, INC.
    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 8,441 shares
    Change vs previous 13F +298 shares

    0.12% of the 13F portfolio, value $517,055.

    13F-HR 0000872098-26-000004 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,143 shares
    Change vs previous 13F +4,077 shares

    0.09% of the 13F portfolio, value $364,069.

    13F-HR 0000872098-26-000001 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,066 shares
    Change vs previous 13F +1,450 shares

    0.09% of the 13F portfolio, value $363,308.

    13F-HR 0001085146-25-005864 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,616 shares
    Change vs previous 13F +5 shares

    0.06% of the 13F portfolio, value $221,848.

    13F-HR 0001085146-25-003790 filed by CHAPIN DAVIS, INC.
    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 2,611 shares
    Change vs previous 13F -342 shares

    0.08% of the 13F portfolio, value $243,996.

    13F-HR 0001085146-25-002243 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,953 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $259,279.

    13F-HR 0001085146-25-000364 filed by CHAPIN DAVIS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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