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Covey Capital Advisors, LLC: XLE position timeline

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

Covey Capital Advisors, LLC held 7,571 XLE shares at 2025-06-30 per its 13F-HR filed 2025-08-04.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 7,571 shares
    Change vs previous 13F -2,160 shares

    0.69% of the 13F portfolio, value $641,945.

    13F-HR 0001376474-25-000697 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 9,731 shares
    Change vs previous 13F -15 shares

    1.05% of the 13F portfolio, value $909,362.

    13F-HR 0001376474-25-000421 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 9,746 shares
    Change vs previous 13F -4,041 shares

    0.95% of the 13F portfolio, value $834,842.

    13F-HR 0001376474-25-000132 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 13,787 shares
    Change vs previous 13F -772 shares

    1.34% of the 13F portfolio, value $1,210,499.

    13F-HR 0001376474-24-000689 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 14,559 shares
    Change vs previous 13F -416 shares

    1.53% of the 13F portfolio, value $1,327,053.

    13F-HR 0001376474-24-000437 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 14,975 shares
    Change vs previous 13F -1,843 shares

    1.71% of the 13F portfolio, value $1,413,790.

    13F-HR 0000909012-24-000064 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 16,818 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $1,410,021.

    13F-HR 0000909012-24-000019 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 16,818 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $1,520,179.

    13F-HR 0000909012-23-000116 filed by Covey Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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