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Disclosery

Eddie Patel Inc: XLE position timeline

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

Eddie Patel Inc held 85,920 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 85,920 shares
    Change vs previous 13F -66,430 shares

    2.73% of the 13F portfolio, value $4,563,185.

    13F-HR 0002078760-26-000003 filed by Eddie Patel Inc
    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 152,350 shares
    Change vs previous 13F not available

    7.17% of the 13F portfolio, value $9,332,964.

    13F-HR 0002078760-26-000002 filed by Eddie Patel Inc
    Filed (acceptance time not in the bulk data set), ingested

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