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Disclosery

RHODES INVESTMENT ADVISORS INC /ADV: XLE position timeline

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

RHODES INVESTMENT ADVISORS INC /ADV held 5,380 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,380 shares
    Change vs previous 13F +70 shares

    0.23% of the 13F portfolio, value $330,870.

    13F-HR 0001214659-26-012646 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,310 shares
    Change vs previous 13F +100 shares

    0.21% of the 13F portfolio, value $282,014.

    13F-HR 0001214659-26-009089 filed by RHODES INVESTMENT ADVISORS 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 ended2026-03-31
    13F 5,210 shares
    Change vs previous 13F +700 shares

    0.27% of the 13F portfolio, value $319,165.

    13F-HR 0001214659-26-006133 filed by RHODES INVESTMENT ADVISORS 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 ended2025-12-31
    13F 4,510 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $201,642.

    13F-HR 0001214659-26-006104 filed by RHODES INVESTMENT ADVISORS INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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