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OAKWORTH CAPITAL, INC.: XLE position timeline

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

OAKWORTH CAPITAL, INC. held 658,764 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 658,764 shares
    Change vs previous 13F -22,276 shares

    1.66% of the 13F portfolio, value $34,895,916.

    13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, 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 681,040 shares
    Change vs previous 13F +21,499 shares

    2.21% of the 13F portfolio, value $41,720,518.

    13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, 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 659,541 shares
    Change vs previous 13F +361,516 shares

    1.61% of the 13F portfolio, value $29,488,083.

    13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, 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 298,025 shares
    Change vs previous 13F +9,721 shares

    1.54% of the 13F portfolio, value $26,625,539.

    13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, 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 288,304 shares
    Change vs previous 13F +287,177 shares

    1.58% of the 13F portfolio, value $24,451,052.

    13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, 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 1,127 shares
    Change vs previous 13F -3,479 shares

    0.01% of the 13F portfolio, value $105,318.

    13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, 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 4,606 shares
    Change vs previous 13F +3,479 shares

    0.03% of the 13F portfolio, value $394,550.

    13F-HR 0001140361-25-002072 filed by OAKWORTH CAPITAL, 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 1,127 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $98,951.

    13F-HR 0001140361-24-043787 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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