Skip to content
Disclosery

&PARTNERS: XLE position timeline

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

&PARTNERS held 363,667 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 363,667 shares
    Change vs previous 13F -15,569 shares

    0.08% of the 13F portfolio, value $19,289,785.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 379,236 shares
    Change vs previous 13F -7,602 shares

    0.11% of the 13F portfolio, value $23,221,927.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 386,838 shares
    Change vs previous 13F +212,865 shares

    0.09% of the 13F portfolio, value $17,296,642.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 173,973 shares
    Change vs previous 13F -23,418 shares

    0.1% of the 13F portfolio, value $15,533,285.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 197,391 shares
    Change vs previous 13F -22,327 shares

    0.13% of the 13F portfolio, value $16,721,867.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 219,718 shares
    Change vs previous 13F +7,286 shares

    0.22% of the 13F portfolio, value $20,297,175.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    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 212,432 shares
    Change vs previous 13F +90,043 shares

    0.22% of the 13F portfolio, value $18,579,444.

    13F-HR 0001214659-25-002647 filed by &PARTNERS
    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 122,389 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $10,745,793.

    13F-HR 0001214659-24-018930 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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