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Disclosery

Tevis Investment Management: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tevis Investment Management on XLE, newest first. How the timeline and the estimate are built.

Tevis Investment Management held 4,017 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,017 shares
    Change vs previous 13F -72 shares

    0.12% of the 13F portfolio, value $213,343.

    13F-HR 0001986152-26-000104 filed by Tevis Investment Management
    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 4,089 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $250,492.

    13F-HR 0001986152-26-000056 filed by Tevis Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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