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Disclosery

Mechanics Bank Trust Department: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mechanics Bank Trust Department on XLE, newest first. How the timeline and the estimate are built.

Mechanics Bank Trust Department held 9,703 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 9,703 shares
    Change vs previous 13F -6,080 shares

    0.07% of the 13F portfolio, value $596,734.

    13F-HR 0001439743-26-000005 filed by Mechanics Bank Trust Department
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,783 shares
    Change vs previous 13F -3,501 shares

    0.1% of the 13F portfolio, value $838,234.

    13F-HR 0001439743-26-000003 filed by Mechanics Bank Trust Department
    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 19,284 shares
    Change vs previous 13F -1,071 shares

    0.16% of the 13F portfolio, value $1,181,337.

    13F-HR 0001439743-26-000002 filed by Mechanics Bank Trust Department
    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 20,355 shares
    Change vs previous 13F +9,659 shares

    0.12% of the 13F portfolio, value $910,072.

    13F-HR 0001439743-26-000001 filed by Mechanics Bank Trust Department
    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 10,696 shares
    Change vs previous 13F -1,138 shares

    0.13% of the 13F portfolio, value $955,580.

    13F-HR 0001439743-25-000003 filed by Mechanics Bank Trust Department
    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 11,834 shares
    Change vs previous 13F -2,485 shares

    0.14% of the 13F portfolio, value $1,003,641.

    13F-HR 0001085146-25-003798 filed by Mechanics Bank Trust Department
    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 14,319 shares
    Change vs previous 13F -91 shares

    0.18% of the 13F portfolio, value $1,338,110.

    13F-HR 0001085146-25-001939 filed by Mechanics Bank Trust Department
    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 14,410 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,234,360.

    13F-HR 0001085146-25-000253 filed by Mechanics Bank Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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