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U.S. Capital Wealth Advisors, LLC: XLE position timeline

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

U.S. Capital Wealth Advisors, LLC held 176,385 XLE shares at 2026-03-31 per its 13F-HR filed 2026-04-07.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 176,385 shares
    Change vs previous 13F +64 shares

    0.27% of the 13F portfolio, value $10,805,361.

    13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth 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 ended2025-12-31
    13F 176,321 shares
    Change vs previous 13F +84,281 shares

    0.21% of the 13F portfolio, value $7,883,297.

    13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth 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 ended2025-09-30
    13F 92,040 shares
    Change vs previous 13F -2,217 shares

    0.22% of the 13F portfolio, value $8,222,812.

    13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth 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 ended2025-06-30
    13F 94,257 shares
    Change vs previous 13F +985 shares

    0.23% of the 13F portfolio, value $7,993,948.

    13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth 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 ended2025-03-31
    13F 93,272 shares
    Change vs previous 13F +3,403 shares

    0.27% of the 13F portfolio, value $8,716,248.

    13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth 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 ended2024-12-31
    13F 89,869 shares
    Change vs previous 13F -76,041 shares

    0.24% of the 13F portfolio, value $7,698,168.

    13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth 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 ended2024-09-30
    13F 165,910 shares
    Change vs previous 13F -1,552 shares

    0.51% of the 13F portfolio, value $14,566,912.

    13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth 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 ended2024-06-30
    13F 167,462 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $15,264,135.

    13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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