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VESTOR CAPITAL, LLC: XLE position timeline

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

VESTOR CAPITAL, LLC held 28,169 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,169 shares
    Change vs previous 13F -982,369 shares

    0.76% of the 13F portfolio, value $12,003,000.

    13F-HR 0001132699-26-000004 filed by VESTOR CAPITAL, 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 1,010,538 shares
    Change vs previous 13F +39,553 shares

    4.48% of the 13F portfolio, value $61,906,000.

    13F-HR 0001132699-26-000002 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 970,985 shares
    Change vs previous 13F +890,534 shares

    13F-HR 0001132699-26-000001 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  4. period ended2025-09-30
    13F 80,451 shares
    Change vs previous 13F +75,335 shares

    0.46% of the 13F portfolio, value $7,188,000.

    13F-HR 0001132699-25-000006 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 5,116 shares
    Change vs previous 13F -234,785 shares

    0.12% of the 13F portfolio, value $1,555,000.

    13F-HR 0001132699-25-000004 filed by VESTOR CAPITAL, LLC
    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 239,901 shares
    Change vs previous 13F +156,469 shares

    1.84% of the 13F portfolio, value $22,419,000.

    13F-HR 0001132699-25-000002 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 83,432 shares
    Change vs previous 13F -948 shares

    0.55% of the 13F portfolio, value $7,147,000.

    13F-HR 0001132699-25-000001 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 84,380 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $7,409,000.

    13F-HR 0001132699-24-000006 filed by VESTOR CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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