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Disclosery

Enclave Advisors LLC: XLE position timeline

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

Enclave Advisors LLC held 119,936 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,936 shares
    Change vs previous 13F -14,155 shares

    0.83% of the 13F portfolio, value $6,369,807.

    13F-HR 0001754960-26-000518 filed by Enclave 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 134,091 shares
    Change vs previous 13F -46,536 shares

    1.17% of the 13F portfolio, value $8,214,412.

    13F-HR 0001754960-26-000223 filed by Enclave 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 180,627 shares
    Change vs previous 13F +60,464 shares

    1.14% of the 13F portfolio, value $8,075,820.

    13F-HR 0001754960-26-000046 filed by Enclave 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 120,163 shares
    Change vs previous 13F -24,765 shares

    1.64% of the 13F portfolio, value $10,735,406.

    13F-HR 0001754960-25-000665 filed by Enclave 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 144,928 shares
    Change vs previous 13F -38,718 shares

    1.99% of the 13F portfolio, value $12,291,311.

    13F-HR 0001754960-25-000422 filed by Enclave 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 183,646 shares
    Change vs previous 13F -24,858 shares

    2.93% of the 13F portfolio, value $17,161,761.

    13F-HR 0001754960-25-000173 filed by Enclave 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 208,504 shares
    Change vs previous 13F -31,241 shares

    2.94% of the 13F portfolio, value $17,860,473.

    13F-HR 0001754960-25-000041 filed by Enclave 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 239,745 shares
    Change vs previous 13F not available

    3.57% of the 13F portfolio, value $21,049,586.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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