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Disclosery

Chesapeake Wealth Management: XLE position timeline

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

Chesapeake Wealth Management held 23,653 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,653 shares
    Change vs previous 13F -1,324 shares

    0.35% of the 13F portfolio, value $1,256,210.

    13F-HR 0001730383-26-000003 filed by Chesapeake Wealth 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 24,977 shares
    Change vs previous 13F -475 shares

    0.47% of the 13F portfolio, value $1,530,090.

    13F-HR 0001730383-26-000002 filed by Chesapeake Wealth 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 25,452 shares
    Change vs previous 13F +12,739 shares

    0.34% of the 13F portfolio, value $1,137,958.

    13F-HR 0001730383-26-000001 filed by Chesapeake Wealth 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 12,713 shares
    Change vs previous 13F +380 shares

    0.35% of the 13F portfolio, value $1,135,778.

    13F-HR 0001730383-25-000006 filed by Chesapeake Wealth 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 12,333 shares
    Change vs previous 13F +602 shares

    0.35% of the 13F portfolio, value $1,045,960.

    13F-HR 0001730383-25-000003 filed by Chesapeake Wealth 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 11,731 shares
    Change vs previous 13F -904 shares

    0.39% of the 13F portfolio, value $1,096,261.

    13F-HR 0001730383-25-000002 filed by Chesapeake Wealth 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 12,635 shares
    Change vs previous 13F -152 shares

    0.37% of the 13F portfolio, value $1,082,313.

    13F-HR 0001730383-25-000001 filed by Chesapeake Wealth 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 12,787 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,122,698.

    13F-HR 0001730383-24-000004 filed by Chesapeake Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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