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MITCHELL MCLEOD PUGH & WILLIAMS INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MITCHELL MCLEOD PUGH & WILLIAMS INC on XLE, newest first. How the timeline and the estimate are built.

MITCHELL MCLEOD PUGH & WILLIAMS INC held 22,981 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,981 shares
    Change vs previous 13F -74 shares

    0.15% of the 13F portfolio, value $1,220,501.

    13F-HR 0001398344-26-014051 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 23,055 shares
    Change vs previous 13F +5 shares

    0.21% of the 13F portfolio, value $1,412,347.

    13F-HR 0002085853-26-000486 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 23,050 shares
    Change vs previous 13F +11,524 shares

    0.18% of the 13F portfolio, value $1,227,417.

    13F-HR 0002085853-26-000247 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 11,526 shares
    Change vs previous 13F -199 shares

    0.16% of the 13F portfolio, value $1,006,877.

    13F-HR 0002085853-25-000198 filed by MITCHELL MCLEOD PUGH & WILLIAMS 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 11,725 shares
    Change vs previous 13F +403 shares

    0.19% of the 13F portfolio, value $994,435.

    13F-HR 0001632105-25-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 11,322 shares
    Change vs previous 13F -16 shares

    0.22% of the 13F portfolio, value $1,058,062.

    13F-HR 0001632105-25-000004 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 11,338 shares
    Change vs previous 13F +256 shares

    0.2% of the 13F portfolio, value $971,245.

    13F-HR 0001632105-25-000001 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    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 11,082 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $973,023.

    13F-HR 0001632105-24-000005 filed by MITCHELL MCLEOD PUGH & WILLIAMS INC
    Filed (acceptance time not in the bulk data set), ingested

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