Insight Wealth Strategies, LLC: XOP position timeline

Insight Wealth Strategies, LLC held 0 XOP shares at 2025-12-31 per its 13F-HR filed 2026-01-02.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,517 shares

   13F-HR 0001749914-26-000001 filed by Insight Wealth Strategies, LLC
   Filed 2026-01-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-09-30

   13F 1,517 shares

   Change vs previous 13F -203 shares

   0.02% of the 13F portfolio, value $200,522.

   13F-HR 0001749914-25-000006 filed by Insight Wealth Strategies, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 1,720 shares

   Change vs previous 13F -77,663 shares

   0.03% of the 13F portfolio, value $218,273.

   13F-HR 0001749914-25-000004 filed by Insight Wealth Strategies, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 79,383 shares

   Change vs previous 13F +15,479 shares

   1.41% of the 13F portfolio, value $10,455,546.

   13F-HR 0001749914-25-000003 filed by Insight Wealth Strategies, LLC
   Filed 2025-04-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 63,904 shares

   Change vs previous 13F not available

   1.13% of the 13F portfolio, value $8,458,923.

   13F-HR 0001749914-25-000001 filed by Insight Wealth Strategies, LLC
   Filed 2025-01-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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