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
- period ended2026-06-3013F 28,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,010,538 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 970,985 sharesChange 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), ingestedPercent 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).
- period ended2025-09-3013F 80,451 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,116 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 239,901 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 83,432 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 84,380 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).