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Stillwater Capital Advisors, LLC: XLE position timeline

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

Stillwater Capital Advisors, LLC held 89,601 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 89,601 shares
    Change vs previous 13F -187 shares

    0.49% of the 13F portfolio, value $4,758,703.

    13F-HR 0001482970-26-000005 filed by Stillwater Capital Advisors, 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 89,788 shares
    Change vs previous 13F -2,850 shares

    0.63% of the 13F portfolio, value $5,500,416.

    13F-HR 0001482970-26-000004 filed by Stillwater Capital Advisors, 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 92,638 shares
    Change vs previous 13F +16,700 shares

    0.45% of the 13F portfolio, value $4,141,859.

    13F-HR 0001482970-26-000001 filed by Stillwater Capital Advisors, 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 75,938 shares
    Change vs previous 13F -165 shares

    0.76% of the 13F portfolio, value $6,784,296.

    13F-HR 0001482970-25-000006 filed by Stillwater Capital Advisors, 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 76,103 shares
    Change vs previous 13F +199 shares

    0.82% of the 13F portfolio, value $6,454,310.

    13F-HR 0001482970-25-000004 filed by Stillwater Capital Advisors, 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 75,904 shares
    Change vs previous 13F -606 shares

    0.99% of the 13F portfolio, value $7,093,195.

    13F-HR 0001482970-25-000003 filed by Stillwater Capital Advisors, 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 76,510 shares
    Change vs previous 13F +3,280 shares

    0.81% of the 13F portfolio, value $6,553,867.

    13F-HR 0001482970-25-000001 filed by Stillwater Capital Advisors, 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 73,230 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $6,429,606.

    13F-HR 0001482970-24-000005 filed by Stillwater Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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