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Disclosery

Phoenix Financial Ltd.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Phoenix Financial Ltd. on XLE, newest first. How the timeline and the estimate are built.

Phoenix Financial Ltd. held 1,509,197 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,509,197 shares
    Change vs previous 13F -21,457 shares

    0.55% of the 13F portfolio, value $80,153,452.

    13F-HR 0001178913-26-004030 filed by Phoenix Financial Ltd.
    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 1,530,654 shares
    Change vs previous 13F +880,672 shares

    0.89% of the 13F portfolio, value $93,767,864.

    13F-HR 0001178913-26-002511 filed by Phoenix Financial Ltd.
    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 649,982 shares
    Change vs previous 13F +324,665 shares

    0.32% of the 13F portfolio, value $29,077,363.

    13F-HR 0001178913-26-000305 filed by Phoenix Financial Ltd.
    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/A 325,317 shares
    Change vs previous 13F -413,323 shares

    0.35% of the 13F portfolio, value $29,062,637.

    13F-HR/A 0001178913-25-003791 filed by Phoenix Financial Ltd.
    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 738,640 shares
    Change vs previous 13F -917,362 shares

    0.83% of the 13F portfolio, value $62,643,855.

    13F-HR 0001178913-25-002533 filed by Phoenix Financial Ltd.
    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 1,656,002 shares
    Change vs previous 13F +598,242 shares

    2.37% of the 13F portfolio, value $154,753,161.

    13F-HR 0001178913-25-001625 filed by Phoenix Financial Ltd.
    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 1,057,760 shares
    Change vs previous 13F +1,035,387 shares

    1.24% of the 13F portfolio, value $90,607,276.

    13F-HR 0001178913-25-000450 filed by Phoenix Financial Ltd.
    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 22,373 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,964,116.

    13F-HR 0001178913-24-003477 filed by Phoenix Financial Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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