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MOULTON WEALTH MANAGEMENT, INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOULTON WEALTH MANAGEMENT, INC on XLE, newest first. How the timeline and the estimate are built.

MOULTON WEALTH MANAGEMENT, INC held 20,582 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 20,582 shares
    Change vs previous 13F -101 shares

    0.87% of the 13F portfolio, value $1,290,483.

    13F-HR 0001754960-26-000838 filed by MOULTON WEALTH MANAGEMENT, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 20,683 shares
    Change vs previous 13F +20,683 shares

    0.72% of the 13F portfolio, value $1,096,907.

    13F-HR 0001754960-26-000394 filed by MOULTON WEALTH 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 ended2026-03-31
    13F 0 shares
    Change vs previous 13F -18,370 shares

    13F-HR 0001754960-26-000211 filed by MOULTON WEALTH 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.

  4. period ended2025-12-31
    13F 18,370 shares
    Change vs previous 13F +9,942 shares

    0.79% of the 13F portfolio, value $838,598.

    13F-HR 0001754960-26-000038 filed by MOULTON WEALTH 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 ended2025-09-30
    13F 8,428 shares
    Change vs previous 13F +546 shares

    0.55% of the 13F portfolio, value $752,980.

    13F-HR 0001754960-25-000644 filed by MOULTON WEALTH 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 ended2025-06-30
    13F 7,882 shares
    Change vs previous 13F +7,882 shares

    0.52% of the 13F portfolio, value $685,967.

    13F-HR 0001754960-25-000323 filed by MOULTON WEALTH 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -19,779 shares

    13F-HR 0001754960-25-000178 filed by MOULTON WEALTH 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.

  8. period ended2024-12-31
    13F 19,779 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $1,694,305.

    13F-HR 0001754960-25-000037 filed by MOULTON WEALTH MANAGEMENT, INC
    Filed (acceptance time not in the bulk data set), ingested

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