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Disclosery

Simmons Bank: XLE position timeline

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

Simmons Bank held 58,391 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 58,391 shares
    Change vs previous 13F +2,558 shares

    0.18% of the 13F portfolio, value $3,101,152.

    13F-HR 0001193125-26-328871 filed by Simmons Bank
    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 55,833 shares
    Change vs previous 13F -8,013 shares

    0.23% of the 13F portfolio, value $3,420,331.

    13F-HR 0001193125-26-173397 filed by Simmons Bank
    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 63,846 shares
    Change vs previous 13F +30,343 shares

    0.19% of the 13F portfolio, value $2,854,564.

    13F-HR 0001193125-26-037903 filed by Simmons Bank
    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 33,503 shares
    Change vs previous 13F -74 shares

    0.2% of the 13F portfolio, value $2,993,157.

    13F-HR 0001193125-25-264360 filed by Simmons Bank
    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 33,577 shares
    Change vs previous 13F -854 shares

    0.2% of the 13F portfolio, value $2,847,668.

    13F-HR 0000950123-25-007036 filed by Simmons Bank
    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 34,431 shares
    Change vs previous 13F +43 shares

    0.24% of the 13F portfolio, value $3,217,592.

    13F-HR 0000950123-25-003810 filed by Simmons Bank
    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 34,388 shares
    Change vs previous 13F +1,757 shares

    0.22% of the 13F portfolio, value $2,945,684.

    13F-HR 0000950123-25-000894 filed by Simmons Bank
    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 32,631 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $2,865,004.

    13F-HR 0000950123-24-010380 filed by Simmons Bank
    Filed (acceptance time not in the bulk data set), ingested

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