Lowe Wealth Advisors, LLC: XOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lowe Wealth Advisors, LLC on XOP, newest first. How the timeline and the estimate are built.
Lowe Wealth Advisors, LLC held 612 XOP shares at 2025-09-30 per its 13F-HR filed 2025-10-16.
the latest 13F is the newest step
- period ended2025-09-3013F 612 sharesChange vs previous 13F 0 shares
0.03% of the 13F portfolio, value $80,906.
13F-HR 0001574010-25-000006 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 612 sharesChange vs previous 13F -644 shares
0.03% of the 13F portfolio, value $76,990.
13F-HR 0001574010-25-000003 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,256 sharesChange vs previous 13F +139 shares
0.07% of the 13F portfolio, value $165,428.
13F-HR 0001574010-25-000002 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,117 sharesChange vs previous 13F +40 shares
0.06% of the 13F portfolio, value $147,857.
13F-HR 0001574010-25-000001 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,077 sharesChange vs previous 13F 0 shares
0.06% of the 13F portfolio, value $141,647.
13F-HR 0001574010-24-000005 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,077 sharesChange vs previous 13F -288 shares
0.07% of the 13F portfolio, value $156,671.
13F-HR 0001574010-24-000003 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,365 sharesChange vs previous 13F +540 shares
0.1% of the 13F portfolio, value $211,479.
13F-HR 0001574010-24-000002 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 825 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $112,951.
13F-HR 0001574010-24-000001 filed by Lowe Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).