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Disclosery

Clear Creek Financial Management, LLC: XLE position timeline

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

Clear Creek Financial Management, LLC held 15,622 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,622 shares
    Change vs previous 13F -44,906 shares

    0.05% of the 13F portfolio, value $829,673.

    13F-HR 0001784235-26-000004 filed by Clear Creek Financial Management, 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 60,528 shares
    Change vs previous 13F +51,649 shares

    0.28% of the 13F portfolio, value $3,707,954.

    13F-HR 0001784235-26-000003 filed by Clear Creek Financial Management, 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 8,879 shares
    Change vs previous 13F +4,430 shares

    0.03% of the 13F portfolio, value $396,962.

    13F-HR 0001784235-26-000001 filed by Clear Creek Financial Management, 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 4,449 shares
    Change vs previous 13F +7 shares

    0.03% of the 13F portfolio, value $397,462.

    13F-HR 0001784235-25-000003 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,442 shares
    Change vs previous 13F -17,939 shares

    0.04% of the 13F portfolio, value $376,684.

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    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 22,381 shares
    Change vs previous 13F +486 shares

    0.22% of the 13F portfolio, value $2,091,518.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 21,895 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,875,510.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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