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Disclosery

SOL Capital Management CO: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SOL Capital Management CO on XLE, newest first. How the timeline and the estimate are built.

SOL Capital Management CO held 0 XLE shares at 2026-03-31 per its 13F-HR/A filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F/A 0 shares
    Change vs previous 13F -147,824 shares

    13F-HR/A 0001339270-26-000003 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 147,824 shares
    Change vs previous 13F +70,162 shares

    0.59% of the 13F portfolio, value $6,609,000.

    13F-HR 0001339270-26-000001 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 77,662 shares
    Change vs previous 13F +312 shares

    0.62% of the 13F portfolio, value $6,938,000.

    13F-HR 0001339270-25-000012 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 77,350 shares
    Change vs previous 13F -1,150 shares

    0.64% of the 13F portfolio, value $6,560,000.

    13F-HR 0001339270-25-000003 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 78,500 shares
    Change vs previous 13F -500 shares

    0.81% of the 13F portfolio, value $7,336,000.

    13F-HR 0001339270-25-000002 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 79,000 shares
    Change vs previous 13F -4,400 shares

    0.75% of the 13F portfolio, value $6,767,000.

    13F-HR 0001339270-25-000001 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 83,400 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $7,323,000.

    13F-HR 0001339270-24-000006 filed by SOL Capital Management CO
    Filed (acceptance time not in the bulk data set), ingested

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