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Disclosery

Hollow Brook Wealth Management LLC: XLE position timeline

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

Hollow Brook Wealth Management LLC held 147,312 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 147,312 shares
    Change vs previous 13F -6,584 shares

    1.56% of the 13F portfolio, value $7,823,740.

    13F-HR 0001172661-26-003508 filed by Hollow Brook Wealth Management 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 153,896 shares
    Change vs previous 13F 0 shares

    2.41% of the 13F portfolio, value $9,427,669.

    13F-HR 0001172661-26-001778 filed by Hollow Brook Wealth Management 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 153,896 shares
    Change vs previous 13F +76,634 shares

    1.78% of the 13F portfolio, value $6,880,690.

    13F-HR 0001172661-26-000816 filed by Hollow Brook Wealth Management 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 77,262 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $6,902,587.

    13F-HR 0001172661-25-004924 filed by Hollow Brook Wealth Management 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 77,262 shares
    Change vs previous 13F +314 shares

    1.92% of the 13F portfolio, value $6,552,590.

    13F-HR 0001172661-25-003146 filed by Hollow Brook Wealth Management 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 76,948 shares
    Change vs previous 13F 0 shares

    2.12% of the 13F portfolio, value $7,190,791.

    13F-HR 0001172661-25-001865 filed by Hollow Brook Wealth Management 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 76,948 shares
    Change vs previous 13F 0 shares

    2.02% of the 13F portfolio, value $6,591,366.

    13F-HR 0001172661-25-000685 filed by Hollow Brook Wealth Management 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 76,948 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $6,756,034.

    13F-HR 0001172661-24-005078 filed by Hollow Brook Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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