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Matthew Goff Investment Advisor, LLC: XLE position timeline

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

Matthew Goff Investment Advisor, LLC held 26,907 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,907 shares
    Change vs previous 13F +32 shares

    0.25% of the 13F portfolio, value $1,654,810.

    13F-HR 0001754960-26-000851 filed by Matthew Goff Investment Advisor, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 26,875 shares
    Change vs previous 13F +126 shares

    0.24% of the 13F portfolio, value $1,427,308.

    13F-HR 0001754960-26-000412 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,749 shares
    Change vs previous 13F +5,037 shares

    0.27% of the 13F portfolio, value $1,638,670.

    13F-HR 0001754960-26-000273 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 21,712 shares
    Change vs previous 13F +12,455 shares

    0.17% of the 13F portfolio, value $970,749.

    13F-HR 0001754960-26-000058 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,257 shares
    Change vs previous 13F -11 shares

    0.14% of the 13F portfolio, value $827,060.

    13F-HR 0001754960-25-000671 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,268 shares
    Change vs previous 13F +2,940 shares

    0.15% of the 13F portfolio, value $786,053.

    13F-HR 0001754960-25-000355 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 6,328 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $591,386.

    13F-HR 0001754960-25-000216 filed by Matthew Goff Investment Advisor, LLC
    Filed (acceptance time not in the bulk data set), ingested

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