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PARTNERS CAPITAL INVESTMENT GROUP, LLP: XLE position timeline

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

PARTNERS CAPITAL INVESTMENT GROUP, LLP held 205,262 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,262 shares
    Change vs previous 13F -91,033 shares

    0.38% of the 13F portfolio, value $10,901,444.

    13F-HR 0001104659-26-096053 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 296,295 shares
    Change vs previous 13F 0 shares

    0.68% of the 13F portfolio, value $18,151,008.

    13F-HR 0001104659-26-059167 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 296,295 shares
    Change vs previous 13F +149,379 shares

    0.49% of the 13F portfolio, value $13,247,332.

    13F-HR 0001104659-26-014776 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 146,916 shares
    Change vs previous 13F +1,198 shares

    0.52% of the 13F portfolio, value $13,125,488.

    13F-HR 0001104659-25-104708 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 145,718 shares
    Change vs previous 13F +1,224 shares

    0.5% of the 13F portfolio, value $12,358,310.

    13F-HR 0001104659-25-078417 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 144,494 shares
    Change vs previous 13F +144,494 shares

    0.23% of the 13F portfolio, value $13,502,926.

    13F-HR 0001104659-25-048299 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 0 shares
    Change vs previous 13F -142,230 shares

    13F-HR 0001104659-25-007846 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 ended2024-09-30
    13F 142,230 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $12,487,796.

    13F-HR 0001104659-24-114237 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    Filed (acceptance time not in the bulk data set), ingested

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