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McCollum Christoferson Group LLC: XLE position timeline

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

McCollum Christoferson Group LLC held 104,478 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 104,478 shares
    Change vs previous 13F -500 shares

    1.88% of the 13F portfolio, value $6,425,397.

    13F-HR 0001727573-26-000012 filed by McCollum Christoferson Group LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 104,978 shares
    Change vs previous 13F -2,770 shares

    1.64% of the 13F portfolio, value $5,575,382.

    13F-HR 0001727573-26-000006 filed by McCollum Christoferson Group 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 107,748 shares
    Change vs previous 13F +94,868 shares

    1.98% of the 13F portfolio, value $6,600,642.

    13F-HR 0001727573-26-000004 filed by McCollum Christoferson Group 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 12,880 shares
    Change vs previous 13F +7,345 shares

    0.17% of the 13F portfolio, value $575,865.

    13F-HR 0001727573-26-000002 filed by McCollum Christoferson Group 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 5,535 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $494,497.

    13F-HR 0001727573-25-000013 filed by McCollum Christoferson Group 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 5,535 shares
    Change vs previous 13F -100 shares

    0.14% of the 13F portfolio, value $469,423.

    13F-HR 0001727573-25-000011 filed by McCollum Christoferson Group 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 5,635 shares
    Change vs previous 13F +410 shares

    0.16% of the 13F portfolio, value $526,591.

    13F-HR 0001727573-25-000005 filed by McCollum Christoferson Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,225 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $447,574.

    13F-HR 0001727573-25-000003 filed by McCollum Christoferson Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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