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Disclosery

Crews Bank & Trust: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crews Bank & Trust on XLE, newest first. How the timeline and the estimate are built.

Crews Bank & Trust held 27,401 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,401 shares
    Change vs previous 13F -230 shares

    0.19% of the 13F portfolio, value $1,455,267.

    13F-HR 0001140361-26-028650 filed by Crews Bank & Trust
    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 27,631 shares
    Change vs previous 13F -1,081 shares

    0.25% of the 13F portfolio, value $1,692,675.

    13F-HR 0001140361-26-020988 filed by Crews Bank & Trust
    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 28,712 shares
    Change vs previous 13F +14,061 shares

    0.18% of the 13F portfolio, value $1,283,714.

    13F-HR 0001140361-26-001755 filed by Crews Bank & Trust
    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 14,651 shares
    Change vs previous 13F +75 shares

    0.19% of the 13F portfolio, value $1,308,920.

    13F-HR 0001140361-25-038924 filed by Crews Bank & Trust
    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 14,576 shares
    Change vs previous 13F -153 shares

    0.19% of the 13F portfolio, value $1,236,191.

    13F-HR 0001140361-25-026524 filed by Crews Bank & Trust
    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 14,729 shares
    Change vs previous 13F -219 shares

    0.23% of the 13F portfolio, value $1,376,425.

    13F-HR 0001140361-25-014875 filed by Crews Bank & Trust
    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 14,948 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,280,446.

    13F-HR 0001140361-25-001717 filed by Crews Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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