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CPC Advisors, LLC: XLE position timeline

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

CPC Advisors, LLC held 24,628 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,628 shares
    Change vs previous 13F +1,440 shares

    0.18% of the 13F portfolio, value $1,307,994.

    13F-HR 0002085853-26-000852 filed by CPC 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 ended2026-03-31
    13F 23,188 shares
    Change vs previous 13F +6,588 shares

    0.23% of the 13F portfolio, value $1,420,488.

    13F-HR 0002085853-26-000393 filed by CPC 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 ended2025-12-31
    13F 16,600 shares
    Change vs previous 13F +8,179 shares

    0.07% of the 13F portfolio, value $742,168.

    13F-HR 0002085853-26-000117 filed by CPC 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 ended2025-09-30
    13F 8,421 shares
    Change vs previous 13F +456 shares

    0.08% of the 13F portfolio, value $752,325.

    13F-HR 0002085853-25-000170 filed by CPC 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 ended2025-06-30
    13F 7,965 shares
    Change vs previous 13F +138 shares

    0.08% of the 13F portfolio, value $675,497.

    13F-HR 0001667731-25-000878 filed by CPC 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 ended2025-03-31
    13F 7,827 shares
    Change vs previous 13F -151 shares

    0.1% of the 13F portfolio, value $731,476.

    13F-HR 0001667731-25-000476 filed by CPC 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 ended2024-12-31
    13F 7,978 shares
    Change vs previous 13F +9 shares

    0.09% of the 13F portfolio, value $683,359.

    13F-HR 0001667731-25-000166 filed by CPC 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 ended2024-09-30
    13F 7,969 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $699,647.

    13F-HR 0001805250-24-000007 filed by CPC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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