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Disclosery

Stillwater Private Wealth, LLC: XLE position timeline

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

Stillwater Private Wealth, LLC held 19,268 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 19,268 shares
    Change vs previous 13F -17,380 shares

    0.77% of the 13F portfolio, value $1,175,000.

    13F-HR 0002137933-26-000002 filed by Stillwater Private Wealth, 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 36,648 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $2,245,000.

    13F-HR 0002137933-26-000001 filed by Stillwater Private Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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