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Stillwater Capital Advisors, LLC: XLY position timeline

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

Stillwater Capital Advisors, LLC held 120,912 XLY 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 120,912 shares
    Change vs previous 13F -398 shares

    1.45% of the 13F portfolio, value $14,180,547.

    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 121,310 shares
    Change vs previous 13F +891 shares

    1.51% of the 13F portfolio, value $13,220,332.

    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 120,419 shares
    Change vs previous 13F +59,643 shares

    1.55% of the 13F portfolio, value $14,379,177.

    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 60,776 shares
    Change vs previous 13F -3,890 shares

    1.64% of the 13F portfolio, value $14,564,431.

    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 64,666 shares
    Change vs previous 13F +121 shares

    1.79% of the 13F portfolio, value $14,053,902.

    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 64,545 shares
    Change vs previous 13F +761 shares

    1.78% of the 13F portfolio, value $12,745,030.

    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 63,784 shares
    Change vs previous 13F +1,017 shares

    1.77% of the 13F portfolio, value $14,309,938.

    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 62,767 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $12,576,598.

    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).