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Disclosery

CWC Advisors, LLC.: XLE position timeline

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

CWC Advisors, LLC. held 79,149 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,149 shares
    Change vs previous 13F -2,617 shares

    1.87% of the 13F portfolio, value $4,203,591.

    13F-HR 0001941040-26-000433 filed by CWC 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 81,766 shares
    Change vs previous 13F -2,219 shares

    2.38% of the 13F portfolio, value $5,008,961.

    13F-HR 0001941040-26-000223 filed by CWC 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 83,985 shares
    Change vs previous 13F +43,060 shares

    1.81% of the 13F portfolio, value $3,754,990.

    13F-HR 0001941040-26-000043 filed by CWC 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 40,925 shares
    Change vs previous 13F -302 shares

    1.79% of the 13F portfolio, value $3,656,264.

    13F-HR 0001941040-25-000544 filed by CWC 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 41,227 shares
    Change vs previous 13F +674 shares

    1.81% of the 13F portfolio, value $3,496,477.

    13F-HR 0001941040-25-000345 filed by CWC 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 40,553 shares
    Change vs previous 13F +10,466 shares

    2.16% of the 13F portfolio, value $3,789,686.

    13F-HR 0001941040-25-000232 filed by CWC 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 30,087 shares
    Change vs previous 13F +2,094 shares

    2.57% of the 13F portfolio, value $2,577,252.

    13F-HR 0001520683-25-000001 filed by CWC 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 27,993 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $2,457,785.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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