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Stamos Capital Partners, L.P.: XLE position timeline

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

Stamos Capital Partners, L.P. held 19,630 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 19,630 shares
    Change vs previous 13F +6,895 shares

    0.16% of the 13F portfolio, value $1,042,549.

    13F-HR 0001172661-26-003352 filed by Stamos Capital Partners, L.P.
    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 12,735 shares
    Change vs previous 13F -22,876 shares

    0.12% of the 13F portfolio, value $780,146.

    13F-HR 0001172661-26-001842 filed by Stamos Capital Partners, L.P.
    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 35,611 shares
    Change vs previous 13F +20,508 shares

    0.26% of the 13F portfolio, value $1,592,168.

    13F-HR 0001172661-26-000656 filed by Stamos Capital Partners, L.P.
    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 15,103 shares
    Change vs previous 13F -10,279 shares

    0.25% of the 13F portfolio, value $1,349,302.

    13F-HR 0001172661-25-004754 filed by Stamos Capital Partners, L.P.
    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 25,382 shares
    Change vs previous 13F +10,307 shares

    0.39% of the 13F portfolio, value $2,152,647.

    13F-HR 0001172661-25-003319 filed by Stamos Capital Partners, L.P.
    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 15,075 shares
    Change vs previous 13F -2,655 shares

    0.37% of the 13F portfolio, value $1,408,759.

    13F-HR 0001172661-25-001896 filed by Stamos Capital Partners, L.P.
    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 17,730 shares
    Change vs previous 13F +4,910 shares

    0.36% of the 13F portfolio, value $1,518,752.

    13F-HR 0001172661-25-000774 filed by Stamos Capital Partners, L.P.
    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 12,820 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,125,596.

    13F-HR 0001172661-24-004638 filed by Stamos Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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