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Disclosery

PATRON PARTNERS, LLC: XLE position timeline

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

PATRON PARTNERS, LLC held 0 XLE shares at 2025-03-31 per its 13F-HR filed 2025-04-24.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -3,742 shares

    13F-HR 0001831263-25-000003 filed by PATRON PARTNERS, LLC
    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.

  2. period ended2024-12-31
    13F 3,742 shares
    Change vs previous 13F -113 shares

    0.17% of the 13F portfolio, value $320,540.

    13F-HR 0001841768-25-000001 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,855 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $338,469.

    13F-HR 0001831263-24-000007 filed by PATRON PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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