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Disclosery

UNIVEST FINANCIAL Corp: XLE position timeline

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

UNIVEST FINANCIAL Corp held 560,453 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 560,453 shares
    Change vs previous 13F +10,735 shares

    1.46% of the 13F portfolio, value $29,765,638.

    13F-HR 0000102212-26-000038 filed by UNIVEST FINANCIAL Corp
    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 549,718 shares
    Change vs previous 13F -41,442 shares

    1.89% of the 13F portfolio, value $33,675,721.

    13F-HR 0000102212-26-000029 filed by UNIVEST FINANCIAL Corp
    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 591,160 shares
    Change vs previous 13F +292,998 shares

    1.4% of the 13F portfolio, value $26,430,768.

    13F-HR 0000102212-26-000008 filed by UNIVEST FINANCIAL Corp
    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 298,162 shares
    Change vs previous 13F -8,993 shares

    1.49% of the 13F portfolio, value $26,637,763.

    13F-HR 0000102212-25-000029 filed by UNIVEST FINANCIAL Corp
    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 307,155 shares
    Change vs previous 13F +31,618 shares

    1.56% of the 13F portfolio, value $26,049,775.

    13F-HR 0001085146-25-004475 filed by UNIVEST FINANCIAL Corp
    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 275,537 shares
    Change vs previous 13F +2,378 shares

    1.68% of the 13F portfolio, value $25,748,972.

    13F-HR 0001085146-25-002845 filed by UNIVEST FINANCIAL Corp
    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 273,159 shares
    Change vs previous 13F -3,697 shares

    1.48% of the 13F portfolio, value $23,398,758.

    13F-HR 0001085146-25-001025 filed by UNIVEST FINANCIAL Corp
    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 276,856 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $24,307,962.

    13F-HR 0001085146-24-005865 filed by UNIVEST FINANCIAL Corp
    Filed (acceptance time not in the bulk data set), ingested

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