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Disclosery

Convergence Financial, LLC: XOP position timeline

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

Convergence Financial, LLC held 17,328 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,328 shares
    Change vs previous 13F -698 shares

    0.21% of the 13F portfolio, value $2,673,064.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, 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 18,026 shares
    Change vs previous 13F +9,061 shares

    0.35% of the 13F portfolio, value $3,277,672.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, 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 8,965 shares
    Change vs previous 13F -302 shares

    0.17% of the 13F portfolio, value $1,131,949.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, 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 9,267 shares
    Change vs previous 13F -275 shares

    0.18% of the 13F portfolio, value $1,225,116.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, 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 9,542 shares
    Change vs previous 13F +207 shares

    0.21% of the 13F portfolio, value $1,200,436.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, 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 9,335 shares
    Change vs previous 13F +7,448 shares

    0.24% of the 13F portfolio, value $1,229,452.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, 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 1,887 shares
    Change vs previous 13F -28 shares

    0.05% of the 13F portfolio, value $249,759.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, LLC
    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 1,915 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $251,863.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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