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PEDDOCK CAPITAL ADVISORS, LLC: XLE position timeline

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

PEDDOCK CAPITAL ADVISORS, LLC held 36,505 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 36,505 shares
    Change vs previous 13F -1,534 shares

    0.39% of the 13F portfolio, value $1,938,775.

    13F-HR 0001951757-26-001025 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 38,039 shares
    Change vs previous 13F +5,852 shares

    0.51% of the 13F portfolio, value $2,330,289.

    13F-HR 0001951757-26-000609 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 32,187 shares
    Change vs previous 13F +13,226 shares

    0.3% of the 13F portfolio, value $1,439,081.

    13F-HR 0001951757-26-000245 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 18,961 shares
    Change vs previous 13F +328 shares

    0.37% of the 13F portfolio, value $1,693,976.

    13F-HR 0001951757-25-001159 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 18,633 shares
    Change vs previous 13F +1,192 shares

    0.37% of the 13F portfolio, value $1,580,265.

    13F-HR 0001951757-25-000847 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 17,441 shares
    Change vs previous 13F +489 shares

    0.41% of the 13F portfolio, value $1,629,861.

    13F-HR 0001951757-25-000483 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 16,952 shares
    Change vs previous 13F +281 shares

    0.35% of the 13F portfolio, value $1,452,108.

    13F-HR 0001951757-25-000012 filed by PEDDOCK CAPITAL ADVISORS, LLC
    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 16,671 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,463,714.

    13F-HR 0001951757-24-000993 filed by PEDDOCK CAPITAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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