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Disclosery

Massachusetts Wealth Management: XLE position timeline

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

Massachusetts Wealth Management held 78,541 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,541 shares
    Change vs previous 13F +1,863 shares

    1.59% of the 13F portfolio, value $4,171,313.

    13F-HR 0001966011-26-000004 filed by Massachusetts Wealth Management
    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 76,678 shares
    Change vs previous 13F +6,125 shares

    2.04% of the 13F portfolio, value $4,697,294.

    13F-HR 0001966011-26-000002 filed by Massachusetts Wealth Management
    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 70,553 shares
    Change vs previous 13F +33,789 shares

    1.47% of the 13F portfolio, value $3,154,425.

    13F-HR 0001966011-26-000001 filed by Massachusetts Wealth Management
    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 36,764 shares
    Change vs previous 13F +1,500 shares

    1.63% of the 13F portfolio, value $3,284,496.

    13F-HR 0001966011-25-000002 filed by Massachusetts Wealth Management
    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 35,264 shares
    Change vs previous 13F +955 shares

    1.69% of the 13F portfolio, value $2,990,740.

    13F-HR 0001085146-25-004083 filed by Massachusetts Wealth Management
    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 34,309 shares
    Change vs previous 13F +1,173 shares

    2.2% of the 13F portfolio, value $3,206,176.

    13F-HR 0001085146-25-002134 filed by Massachusetts Wealth Management
    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 33,136 shares
    Change vs previous 13F +170 shares

    1.75% of the 13F portfolio, value $2,838,430.

    13F-HR 0001085146-25-000507 filed by Massachusetts Wealth Management
    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 32,966 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $2,894,415.

    13F-HR 0001085146-24-005083 filed by Massachusetts Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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