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U.S. Capital Wealth Advisors, LLC: XOP 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 XOP, newest first. How the timeline and the estimate are built.

U.S. Capital Wealth Advisors, LLC held 5,258 XOP 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 5,258 shares
    Change vs previous 13F -587 shares

    0.02% of the 13F portfolio, value $956,090.

    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 5,845 shares
    Change vs previous 13F +146 shares

    0.02% of the 13F portfolio, value $738,027.

    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 5,699 shares
    Change vs previous 13F +97 shares

    0.02% of the 13F portfolio, value $753,370.

    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 5,602 shares
    Change vs previous 13F -8,231 shares

    0.02% of the 13F portfolio, value $704,769.

    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 13,833 shares
    Change vs previous 13F -1,989 shares

    0.06% of the 13F portfolio, value $1,821,880.

    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 15,822 shares
    Change vs previous 13F +12,152 shares

    0.06% of the 13F portfolio, value $2,094,314.

    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 3,670 shares
    Change vs previous 13F -3,635 shares

    0.02% of the 13F portfolio, value $482,629.

    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 7,305 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,062,711.

    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).