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Disclosery

Warwick Investment Management, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Warwick Investment Management, Inc. on XLE, newest first. How the timeline and the estimate are built.

Warwick Investment Management, Inc. held 162,692 XLE shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,692 shares
    Change vs previous 13F +753 shares

    0.97% of the 13F portfolio, value $8,640,553.

    13F-HR 0002063364-26-000252 filed by Warwick Investment Management, 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 161,939 shares
    Change vs previous 13F -171 shares

    1.44% of the 13F portfolio, value $9,920,353.

    13F-HR 0002063364-26-000155 filed by Warwick Investment Management, 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 162,110 shares
    Change vs previous 13F +82,206 shares

    1.12% of the 13F portfolio, value $7,247,919.

    13F-HR 0001754960-26-000079 filed by Warwick Investment Management, 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 79,904 shares
    Change vs previous 13F +429 shares

    1.24% of the 13F portfolio, value $7,138,621.

    13F-HR 0001754960-25-000712 filed by Warwick Investment Management, 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 79,475 shares
    Change vs previous 13F +438 shares

    1.31% of the 13F portfolio, value $6,740,267.

    13F-HR 0001754960-25-000445 filed by Warwick Investment Management, 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 79,037 shares
    Change vs previous 13F +389 shares

    1.53% of the 13F portfolio, value $7,385,982.

    13F-HR 0001085146-25-003155 filed by Warwick Investment Management, 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 78,648 shares
    Change vs previous 13F +435 shares

    1.39% of the 13F portfolio, value $6,736,965.

    13F-HR 0001085146-25-000917 filed by Warwick Investment Management, 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 78,213 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $6,867,125.

    13F-HR 0001085146-24-005330 filed by Warwick Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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