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Disclosery

CVFG LLC: XLE position timeline

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

CVFG LLC held 8,478 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,478 shares
    Change vs previous 13F -235 shares

    0.05% of the 13F portfolio, value $450,293.

    13F-HR 0001951757-26-001220 filed by CVFG 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 8,713 shares
    Change vs previous 13F +2,076 shares

    0.07% of the 13F portfolio, value $533,746.

    13F-HR 0001951757-26-000759 filed by CVFG 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 6,637 shares
    Change vs previous 13F +3,448 shares

    0.2% of the 13F portfolio, value $296,745.

    13F-HR 0001951757-26-000390 filed by CVFG 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 3,189 shares
    Change vs previous 13F +218 shares

    0.21% of the 13F portfolio, value $284,932.

    13F-HR 0001951757-25-001364 filed by CVFG 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 2,971 shares
    Change vs previous 13F +18 shares

    0.2% of the 13F portfolio, value $251,977.

    13F-HR 0001951757-25-001047 filed by CVFG 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 2,953 shares
    Change vs previous 13F +362 shares

    0.25% of the 13F portfolio, value $275,942.

    13F-HR 0001951757-25-000434 filed by CVFG 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 2,591 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $221,917.

    13F-HR 0001951757-25-000024 filed by CVFG LLC
    Filed (acceptance time not in the bulk data set), ingested

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