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Whitcomb & Hess, Inc.: XLE position timeline

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

Whitcomb & Hess, Inc. held 223,875 XLE shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 223,875 shares
    Change vs previous 13F -1,478 shares

    2.95% of the 13F portfolio, value $13,768,318.

    13F-HR 0001813577-26-000007 filed by Whitcomb & Hess, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 225,353 shares
    Change vs previous 13F +3,729 shares

    2.59% of the 13F portfolio, value $11,968,487.

    13F-HR 0001813577-26-000005 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 221,624 shares
    Change vs previous 13F -1,327 shares

    3.17% of the 13F portfolio, value $13,576,682.

    13F-HR 0001813577-26-000004 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 222,951 shares
    Change vs previous 13F +120,130 shares

    2.47% of the 13F portfolio, value $10,478,677.

    13F-HR 0001813577-26-000001 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 102,821 shares
    Change vs previous 13F +4,959 shares

    2.36% of the 13F portfolio, value $9,185,984.

    13F-HR 0001813577-25-000008 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 97,862 shares
    Change vs previous 13F +1,879 shares

    2.34% of the 13F portfolio, value $8,299,674.

    13F-HR 0001813577-25-000005 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 95,983 shares
    Change vs previous 13F +323 shares

    2.72% of the 13F portfolio, value $8,969,574.

    13F-HR 0001813577-25-000004 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 95,660 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $8,194,197.

    13F-HR 0001813577-25-000003 filed by Whitcomb & Hess, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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