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VALICENTI ADVISORY SERVICES INC: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VALICENTI ADVISORY SERVICES INC on XLE, newest first. How the timeline and the estimate are built.

VALICENTI ADVISORY SERVICES INC held 58,710 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,710 shares
    Change vs previous 13F -460 shares

    0.59% of the 13F portfolio, value $3,118,000.

    13F-HR 0001080201-26-000004 filed by VALICENTI ADVISORY SERVICES INC
    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 59,170 shares
    Change vs previous 13F -13,796 shares

    0.79% of the 13F portfolio, value $3,625,000.

    13F-HR 0001080201-26-000002 filed by VALICENTI ADVISORY SERVICES INC
    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 72,966 shares
    Change vs previous 13F +35,348 shares

    0.68% of the 13F portfolio, value $3,262,000.

    13F-HR 0001080201-26-000001 filed by VALICENTI ADVISORY SERVICES INC
    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 37,618 shares
    Change vs previous 13F -75 shares

    0.72% of the 13F portfolio, value $3,361,000.

    13F-HR 0001080201-25-000006 filed by VALICENTI ADVISORY SERVICES INC
    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 37,693 shares
    Change vs previous 13F -215 shares

    0.75% of the 13F portfolio, value $3,197,000.

    13F-HR 0001080201-25-000004 filed by VALICENTI ADVISORY SERVICES INC
    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 37,908 shares
    Change vs previous 13F +1,290 shares

    0.91% of the 13F portfolio, value $3,543,000.

    13F-HR 0001080201-25-000002 filed by VALICENTI ADVISORY SERVICES INC
    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 36,618 shares
    Change vs previous 13F +3,068 shares

    0.78% of the 13F portfolio, value $3,137,000.

    13F-HR 0001080201-25-000001 filed by VALICENTI ADVISORY SERVICES INC
    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 33,550 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $2,946,000.

    13F-HR 0001080201-24-000005 filed by VALICENTI ADVISORY SERVICES INC
    Filed (acceptance time not in the bulk data set), ingested

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