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Csenge Advisory Group: XLE position timeline

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

Csenge Advisory Group held 33,826 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,826 shares
    Change vs previous 13F +534 shares

    0.07% of the 13F portfolio, value $1,796,524.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 33,292 shares
    Change vs previous 13F -6,584 shares

    0.09% of the 13F portfolio, value $2,039,475.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 39,876 shares
    Change vs previous 13F +18,988 shares

    0.08% of the 13F portfolio, value $1,782,867.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 20,888 shares
    Change vs previous 13F -9,719 shares

    0.09% of the 13F portfolio, value $1,866,114.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 30,607 shares
    Change vs previous 13F +252 shares

    0.13% of the 13F portfolio, value $2,495,405.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 30,355 shares
    Change vs previous 13F +5,650 shares

    0.14% of the 13F portfolio, value $2,473,929.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 24,705 shares
    Change vs previous 13F -1,025 shares

    0.11% of the 13F portfolio, value $2,116,251.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 25,730 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,388,013.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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