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Disclosery

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV on XLE, newest first. How the timeline and the estimate are built.

PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV held 9,786 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,786 shares
    Change vs previous 13F +321 shares

    0.13% of the 13F portfolio, value $519,754.

    13F-HR 0001004140-26-000005 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 9,465 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $579,852.

    13F-HR 0001004140-26-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 9,465 shares
    Change vs previous 13F +4,579 shares

    0.12% of the 13F portfolio, value $423,199.

    13F-HR 0001004140-26-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 4,886 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $436,554.

    13F-HR 0001004140-25-000008 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 4,884 shares
    Change vs previous 13F -1,315 shares

    0.13% of the 13F portfolio, value $414,202.

    13F-HR 0001004140-25-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 6,199 shares
    Change vs previous 13F +2,060 shares

    0.21% of the 13F portfolio, value $579,328.

    13F-HR 0001004140-25-000003 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 4,139 shares
    Change vs previous 13F +575 shares

    0.12% of the 13F portfolio, value $354,549.

    13F-HR 0001004140-25-000001 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    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 3,564 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $312,933.

    13F-HR 0001004140-24-000006 filed by PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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