Energy Select Sector SPDR shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $341k | 3.8k | 89.35 |
| 2025-06-30 | $236k | 2.8k | 84.82 |
| 2024-12-31 | $275k | 3.2k | 85.65 |
| 2024-09-30 | $336k | 3.8k | 87.79 |
| 2024-06-30 | $342k | 3.8k | 91.14 |
| 2024-03-31 | $299k | 3.2k | 94.40 |
| 2023-12-31 | $231k | 2.8k | 83.83 |
| 2023-09-30 | $230k | 2.5k | 90.38 |
| 2020-03-31 | $217k | 7.5k | 29.06 |
More positions owned by Occidental Asset Management
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