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Odyssey Capital Advisors, Inc.: XLE position timeline

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

Odyssey Capital Advisors, Inc. held 42,530 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,530 shares
    Change vs previous 13F +2,068 shares

    1.62% of the 13F portfolio, value $2,258,792.

    13F-HR 0002104872-26-000007 filed by Odyssey Capital Advisors, 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 40,462 shares
    Change vs previous 13F +1,889 shares

    2.22% of the 13F portfolio, value $2,478,703.

    13F-HR 0002104872-26-000006 filed by Odyssey Capital Advisors, 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 38,573 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,724,595.

    13F-HR 0002104872-26-000005 filed by Odyssey Capital Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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