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DOLIVER ADVISORS, LP: XLE position timeline

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

DOLIVER ADVISORS, LP held 5,766 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,766 shares
    Change vs previous 13F -20 shares

    0.08% of the 13F portfolio, value $354,609.

    13F-HR 0000938077-26-000009 filed by DOLIVER ADVISORS, LP
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,786 shares
    Change vs previous 13F -33 shares

    0.07% of the 13F portfolio, value $307,294.

    13F-HR 0000938077-26-000007 filed by DOLIVER ADVISORS, LP
    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 5,819 shares
    Change vs previous 13F -601 shares

    0.08% of the 13F portfolio, value $356,472.

    13F-HR 0000938077-26-000004 filed by DOLIVER ADVISORS, LP
    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 6,420 shares
    Change vs previous 13F +2,995 shares

    0.07% of the 13F portfolio, value $287,038.

    13F-HR 0000938077-26-000001 filed by DOLIVER ADVISORS, LP
    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 3,425 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $305,990.

    13F-HR 0000938077-25-000007 filed by DOLIVER ADVISORS, LP
    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 3,470 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $294,291.

    13F-HR 0000938077-25-000004 filed by DOLIVER ADVISORS, LP
    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 3,480 shares
    Change vs previous 13F -192 shares

    0.09% of the 13F portfolio, value $325,206.

    13F-HR 0000938077-25-000003 filed by DOLIVER ADVISORS, LP
    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 3,672 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $314,544.

    13F-HR 0000938077-25-000002 filed by DOLIVER ADVISORS, LP
    Filed (acceptance time not in the bulk data set), ingested

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