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Disclosery

PJT Investments Corp.: XLE position timeline

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

PJT Investments Corp. held 498,205 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 498,205 shares
    Change vs previous 13F 0 shares

    8.95% of the 13F portfolio, value $26,462,159.

    13F-HR 0001140361-26-032744 filed by PJT Investments Corp.
    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 498,205 shares
    Change vs previous 13F not available

    12.1% of the 13F portfolio, value $30,520,038.

    13F-HR 0001140361-26-021201 filed by PJT Investments Corp.
    Filed (acceptance time not in the bulk data set), ingested

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