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MontVue Capital Management, Inc.: XLE position timeline

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

MontVue Capital Management, Inc. held 15,688 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,688 shares
    Change vs previous 13F -617 shares

    0.48% of the 13F portfolio, value $833,183.

    13F-HR 0002085853-26-000867 filed by MontVue 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 16,305 shares
    Change vs previous 13F -82 shares

    0.68% of the 13F portfolio, value $998,837.

    13F-HR 0002085853-26-000395 filed by MontVue 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 16,387 shares
    Change vs previous 13F +8,027 shares

    0.49% of the 13F portfolio, value $732,657.

    13F-HR 0002085853-26-000106 filed by MontVue 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 8,360 shares
    Change vs previous 13F -261 shares

    0.5% of the 13F portfolio, value $746,877.

    13F-HR 0002085853-25-000202 filed by MontVue 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 8,621 shares
    Change vs previous 13F +36 shares

    0.52% of the 13F portfolio, value $731,142.

    13F-HR 0001667731-25-000843 filed by MontVue Capital Management, 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 8,585 shares
    Change vs previous 13F -293 shares

    0.64% of the 13F portfolio, value $802,263.

    13F-HR 0001667731-25-000542 filed by MontVue Capital Management, 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 8,878 shares
    Change vs previous 13F -286 shares

    0.58% of the 13F portfolio, value $760,484.

    13F-HR 0001667731-25-000160 filed by MontVue Capital Management, 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 9,164 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $804,594.

    13F-HR 0002008758-24-000005 filed by MontVue Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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