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Disclosery

CX Institutional: XLE position timeline

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

CX Institutional held 9,081 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,081 shares
    Change vs previous 13F -26,521 shares

    0.02% of the 13F portfolio, value $558,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 35,602 shares
    Change vs previous 13F -620 shares

    0.05% of the 13F portfolio, value $1,891,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 36,222 shares
    Change vs previous 13F +27,469 shares

    0.07% of the 13F portfolio, value $2,219,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,753 shares
    Change vs previous 13F +4,425 shares

    0.01% of the 13F portfolio, value $391,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,328 shares
    Change vs previous 13F -7,560 shares

    0.01% of the 13F portfolio, value $387,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 11,888 shares
    Change vs previous 13F +5,157 shares

    0.04% of the 13F portfolio, value $1,008,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,731 shares
    Change vs previous 13F -171 shares

    0.02% of the 13F portfolio, value $629,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 6,902 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $591,244.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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