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WESPAC Advisors SoCal, LLC: XLE position timeline

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

WESPAC Advisors SoCal, LLC held 215,021 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 215,021 shares
    Change vs previous 13F +335 shares

    2.05% of the 13F portfolio, value $11,419,766.

    13F-HR 0001172661-26-002638 filed by WESPAC Advisors SoCal, 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 214,686 shares
    Change vs previous 13F +64,933 shares

    2.8% of the 13F portfolio, value $13,151,668.

    13F-HR 0001172661-26-001497 filed by WESPAC Advisors SoCal, 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 149,753 shares
    Change vs previous 13F +73,898 shares

    1.35% of the 13F portfolio, value $6,695,442.

    13F-HR 0001172661-26-000026 filed by WESPAC Advisors SoCal, LLC
    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 75,855 shares
    Change vs previous 13F -1,689 shares

    1.38% of the 13F portfolio, value $6,776,879.

    13F-HR 0001172661-25-004364 filed by WESPAC Advisors SoCal, 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 77,544 shares
    Change vs previous 13F -2,366 shares

    1.47% of the 13F portfolio, value $6,576,467.

    13F-HR 0001172661-25-002787 filed by WESPAC Advisors SoCal, 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 79,910 shares
    Change vs previous 13F +21,562 shares

    1.95% of the 13F portfolio, value $7,467,603.

    13F-HR 0001172661-25-001583 filed by WESPAC Advisors SoCal, 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 58,348 shares
    Change vs previous 13F -3,933 shares

    1.13% of the 13F portfolio, value $4,998,130.

    13F-HR 0001172661-25-000357 filed by WESPAC Advisors SoCal, 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 62,281 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $5,468,272.

    13F-HR 0001172661-24-004488 filed by WESPAC Advisors SoCal, LLC
    Filed (acceptance time not in the bulk data set), ingested

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