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SATOVSKY ASSET MANAGEMENT LLC: XOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SATOVSKY ASSET MANAGEMENT LLC on XOP, newest first. How the timeline and the estimate are built.

SATOVSKY ASSET MANAGEMENT LLC held 60,856 XOP 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 60,856 shares
    Change vs previous 13F -167 shares

    1.5% of the 13F portfolio, value $9,387,655.

    13F-HR 0001214659-26-010046 filed by SATOVSKY ASSET MANAGEMENT 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 61,023 shares
    Change vs previous 13F +43 shares

    1.96% of the 13F portfolio, value $11,095,771.

    13F-HR 0001214659-26-006186 filed by SATOVSKY ASSET MANAGEMENT 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 60,980 shares
    Change vs previous 13F +1,371 shares

    1.49% of the 13F portfolio, value $7,699,386.

    13F-HR 0001214659-26-001692 filed by SATOVSKY ASSET MANAGEMENT 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 59,609 shares
    Change vs previous 13F +1,879 shares

    1.57% of the 13F portfolio, value $7,880,356.

    13F-HR 0001214659-25-016556 filed by SATOVSKY ASSET MANAGEMENT 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 57,730 shares
    Change vs previous 13F +1,065 shares

    1.55% of the 13F portfolio, value $7,262,384.

    13F-HR 0001214659-25-011960 filed by SATOVSKY ASSET MANAGEMENT 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 56,665 shares
    Change vs previous 13F -1,037 shares

    1.67% of the 13F portfolio, value $7,463,331.

    13F-HR 0001214659-25-006748 filed by SATOVSKY ASSET MANAGEMENT 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 57,702 shares
    Change vs previous 13F -116 shares

    1.75% of the 13F portfolio, value $7,638,042.

    13F-HR 0001214659-25-001698 filed by SATOVSKY ASSET MANAGEMENT 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 57,818 shares
    Change vs previous 13F not available

    1.71% of the 13F portfolio, value $7,604,253.

    13F-HR 0001214659-24-017670 filed by SATOVSKY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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