Skip to content
Disclosery

Wellington Shields Capital Management, LLC: XOP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wellington Shields Capital Management, LLC on XOP, newest first. How the timeline and the estimate are built.

Wellington Shields Capital Management, LLC held 8,523 XOP shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,523 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $1,314,758.

    13F-HR 0001506071-26-000003 filed by Wellington Shields Capital Management, 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 8,523 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $1,549,737.

    13F-HR 0001506071-26-000002 filed by Wellington Shields Capital Management, 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 8,523 shares
    Change vs previous 13F -167 shares

    0.16% of the 13F portfolio, value $1,076,114.

    13F-HR 0001506071-26-000001 filed by Wellington Shields Capital Management, 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 8,690 shares
    Change vs previous 13F -500 shares

    0.17% of the 13F portfolio, value $1,148,818.

    13F-HR 0001506071-25-000007 filed by Wellington Shields Capital Management, 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 9,190 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $1,156,102.

    13F-HR 0001506071-25-000006 filed by Wellington Shields Capital Management, 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 9,190 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $1,210,415.

    13F-HR 0000825293-25-000005 filed by Wellington Shields Capital Management, 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 9,190 shares
    Change vs previous 13F -6,500 shares

    0.22% of the 13F portfolio, value $1,216,480.

    13F-HR 0001506071-25-000001 filed by Wellington Shields Capital Management, 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 15,690 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,063,549.

    13F-HR 0001506071-24-000002 filed by Wellington Shields Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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