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KCM INVESTMENT ADVISORS LLC: XLE position timeline

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

KCM INVESTMENT ADVISORS LLC held 645,182 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 645,182 shares
    Change vs previous 13F -1,343 shares

    1.02% of the 13F portfolio, value $34,265,602.

    13F-HR 0001941040-26-000602 filed by KCM INVESTMENT 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 646,525 shares
    Change vs previous 13F -11,358 shares

    1.31% of the 13F portfolio, value $39,606,118.

    13F-HR 0001941040-26-000374 filed by KCM INVESTMENT 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 657,883 shares
    Change vs previous 13F +314,456 shares

    0.94% of the 13F portfolio, value $29,413,957.

    13F-HR 0001941040-26-000153 filed by KCM INVESTMENT 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 343,427 shares
    Change vs previous 13F -9,932 shares

    0.99% of the 13F portfolio, value $30,681,729.

    13F-HR 0001941040-25-000642 filed by KCM INVESTMENT 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 353,359 shares
    Change vs previous 13F -89 shares

    1.01% of the 13F portfolio, value $29,968,359.

    13F-HR 0001941040-25-000435 filed by KCM INVESTMENT 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 353,448 shares
    Change vs previous 13F -8 shares

    1.19% of the 13F portfolio, value $33,029,725.

    13F-HR 0001941040-25-000297 filed by KCM INVESTMENT 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 353,456 shares
    Change vs previous 13F -1,626 shares

    1.04% of the 13F portfolio, value $30,277,023.

    13F-HR 0001941040-25-000147 filed by KCM INVESTMENT 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 355,082 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $31,176,243.

    13F-HR 0001941040-24-000472 filed by KCM INVESTMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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