W.G. Shaheen & Associates DBA Whitney & Co: XOP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on XOP, newest first. How the timeline and the estimate are built.
W.G. Shaheen & Associates DBA Whitney & Co held 55,941 XOP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 55,941 sharesChange vs previous 13F +397 shares
0.63% of the 13F portfolio, value $8,629,408.
13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 55,544 sharesChange vs previous 13F +1,036 shares
0.84% of the 13F portfolio, value $10,099,618.
13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 54,508 sharesChange vs previous 13F +1,264 shares
0.55% of the 13F portfolio, value $6,882,177.
13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 53,244 sharesChange vs previous 13F +550 shares
0.64% of the 13F portfolio, value $7,038,861.
13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,694 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $6,628,966.
13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).