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LYELL WEALTH MANAGEMENT, LP: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on XLE, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 39,708 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,708 shares
    Change vs previous 13F -4,224 shares

    0.13% of the 13F portfolio, value $2,108,914.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 43,932 shares
    Change vs previous 13F -919 shares

    0.2% of the 13F portfolio, value $2,691,285.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 44,851 shares
    Change vs previous 13F +19,671 shares

    0.15% of the 13F portfolio, value $2,005,292.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 25,180 shares
    Change vs previous 13F -6,359 shares

    0.17% of the 13F portfolio, value $2,249,552.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 31,539 shares
    Change vs previous 13F -39,104 shares

    0.21% of the 13F portfolio, value $2,674,820.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 70,643 shares
    Change vs previous 13F -26,963 shares

    0.62% of the 13F portfolio, value $6,601,612.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 97,606 shares
    Change vs previous 13F -5,328 shares

    0.75% of the 13F portfolio, value $8,360,930.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 102,934 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $9,037,605.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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