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SOUTHERN CAPITAL SERVICES INC /ADV: XLE position timeline

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

SOUTHERN CAPITAL SERVICES INC /ADV held 72,395 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,395 shares
    Change vs previous 13F +9,118 shares

    2.16% of the 13F portfolio, value $3,844,901.

    13F-HR 0002085853-26-000816 filed by SOUTHERN CAPITAL SERVICES 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 63,277 shares
    Change vs previous 13F -20,874 shares

    2.49% of the 13F portfolio, value $3,876,325.

    13F-HR 0002085853-26-000533 filed by SOUTHERN CAPITAL SERVICES 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 84,151 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $3,762,402.

    13F-HR 0002085853-26-000289 filed by SOUTHERN CAPITAL SERVICES INC /ADV
    Filed (acceptance time not in the bulk data set), ingested

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