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EP Wealth Advisors, LLC: XLE position timeline

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

EP Wealth Advisors, LLC held 1,246,522 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,246,522 shares
    Change vs previous 13F -25,033 shares

    0.25% of the 13F portfolio, value $66,202,804.

    13F-HR 0001398344-26-014114 filed by EP Wealth 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 1,271,555 shares
    Change vs previous 13F +113,609 shares

    0.38% of the 13F portfolio, value $77,895,433.

    13F-HR 0001398344-26-009125 filed by EP Wealth 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 1,157,946 shares
    Change vs previous 13F +555,487 shares

    0.27% of the 13F portfolio, value $51,771,775.

    13F-HR 0001398344-26-003327 filed by EP Wealth 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 ended2025-06-30
    13F 602,459 shares
    Change vs previous 13F +37,631 shares

    0.34% of the 13F portfolio, value $51,094,511.

    13F-HR 0001398344-25-015642 filed by EP Wealth 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 ended2025-03-31
    13F 564,828 shares
    Change vs previous 13F +4,830 shares

    0.42% of the 13F portfolio, value $52,783,177.

    13F-HR 0001398344-25-009656 filed by EP Wealth 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 ended2024-12-31
    13F 559,998 shares
    Change vs previous 13F +4,889 shares

    0.39% of the 13F portfolio, value $47,969,433.

    13F-HR 0001398344-25-002748 filed by EP Wealth 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 ended2024-09-30
    13F 555,109 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $48,738,537.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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