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Clarus Wealth Advisors: XLE position timeline

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

Clarus Wealth Advisors held 45,485 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,485 shares
    Change vs previous 13F +3,444 shares

    0.97% of the 13F portfolio, value $2,528,966.

    13F-HR 0001730149-26-000003 filed by Clarus Wealth Advisors
    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 42,041 shares
    Change vs previous 13F +1,531 shares

    1.08% of the 13F portfolio, value $2,529,187.

    13F-HR 0001730149-26-000002 filed by Clarus Wealth Advisors
    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 40,510 shares
    Change vs previous 13F +21,113 shares

    0.79% of the 13F portfolio, value $1,903,970.

    13F-HR 0001730149-26-000001 filed by Clarus Wealth Advisors
    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 19,397 shares
    Change vs previous 13F +268 shares

    0.76% of the 13F portfolio, value $1,724,587.

    13F-HR 0001730149-25-000005 filed by Clarus Wealth Advisors
    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 19,129 shares
    Change vs previous 13F +3,293 shares

    0.78% of the 13F portfolio, value $1,693,108.

    13F-HR 0001730149-25-000003 filed by Clarus Wealth Advisors
    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 15,836 shares
    Change vs previous 13F -1,430 shares

    0.7% of the 13F portfolio, value $1,304,253.

    13F-HR 0001730149-25-000002 filed by Clarus Wealth Advisors
    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 17,266 shares
    Change vs previous 13F +17 shares

    0.78% of the 13F portfolio, value $1,558,257.

    13F-HR 0001730149-25-000001 filed by Clarus Wealth Advisors
    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 17,249 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,612,954.

    13F-HR 0001730149-24-000004 filed by Clarus Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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