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EAGLE GLOBAL ADVISORS LLC: XLE position timeline

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

EAGLE GLOBAL ADVISORS LLC held 3,800 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,800 shares
    Change vs previous 13F -2,620 shares

    0.01% of the 13F portfolio, value $201,818.

    13F-HR 0001172661-26-002952 filed by EAGLE GLOBAL 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 6,420 shares
    Change vs previous 13F -850 shares

    0.01% of the 13F portfolio, value $393,289.

    13F-HR 0001172661-26-002070 filed by EAGLE GLOBAL 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 7,270 shares
    Change vs previous 13F +3,485 shares

    0.01% of the 13F portfolio, value $325,042.

    13F-HR 0001172661-26-000339 filed by EAGLE GLOBAL 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 3,785 shares
    Change vs previous 13F -770 shares

    0.01% of the 13F portfolio, value $338,152.

    13F-HR 0001172661-25-004445 filed by EAGLE GLOBAL 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 4,555 shares
    Change vs previous 13F -435 shares

    0.02% of the 13F portfolio, value $386,310.

    13F-HR 0001172661-25-002623 filed by EAGLE GLOBAL 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 4,990 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $466,315.

    13F-HR 0001172661-25-001692 filed by EAGLE GLOBAL 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 5,265 shares
    Change vs previous 13F -720 shares

    0.02% of the 13F portfolio, value $451,000.

    13F-HR 0001172661-25-000970 filed by EAGLE GLOBAL 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 5,985 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $525,483.

    13F-HR 0001172661-24-005066 filed by EAGLE GLOBAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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