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Disclosery

Mengis Capital Management, Inc.: XLE position timeline

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

Mengis Capital Management, Inc. held 4,289 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,289 shares
    Change vs previous 13F -166 shares

    0.03% of the 13F portfolio, value $227,818.

    13F-HR 0001609674-26-000004 filed by Mengis Capital Management, Inc.
    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 4,455 shares
    Change vs previous 13F -120 shares

    0.05% of the 13F portfolio, value $272,950.

    13F-HR 0001609674-26-000003 filed by Mengis Capital Management, Inc.
    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 4,575 shares
    Change vs previous 13F +2,289 shares

    0.04% of the 13F portfolio, value $204,581.

    13F-HR 0001609674-26-000001 filed by Mengis Capital Management, Inc.
    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 2,286 shares
    Change vs previous 13F +2,286 shares

    0.04% of the 13F portfolio, value $204,255.

    13F-HR 0001609674-25-000006 filed by Mengis Capital Management, Inc.
    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 0 shares
    Change vs previous 13F -2,147 shares

    13F-HR 0001609674-25-000004 filed by Mengis Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 2,147 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $200,623.

    13F-HR 0001609674-25-000003 filed by Mengis Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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