Cheviot Value Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$123K Hold
2,324
0.01% 157
2026
Q1
$142K Hold
2,324
0.01% 145
2025
Q4
$116K Hold
2,324
0.01% 156
2025
Q3
$102K Hold
2,324
0.01% 172
2025
Q2
$98.7K Hold
2,324
0.01% 155
2025
Q1
$93.5K Buy
+2,324
New +$105K 0.01% 154

Other funds holding XLE

Cheviot Value Management's XLE Position: Q2 2026 in Review

Cheviot Value Management held its State Street Energy Select Sector SPDR ETF (XLE) position steady in Q2 2026 at 2,324 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #157.

Cheviot Value Management first reported a position in XLE in Q1 2025 and has held it in 6 quarters since. The position peaked at $142K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

  • Cheviot Value Management held 2,324 shares of State Street Energy Select Sector SPDR ETF worth $123K as of Q2 2026.
  • Cheviot Value Management left its State Street Energy Select Sector SPDR ETF share count unchanged in Q2 2026.
  • State Street Energy Select Sector SPDR ETF made up 0.01% of Cheviot Value Management's portfolio in Q2 2026, its #157 holding.
  • Cheviot Value Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2025 and has held it in 6 quarters since.
  • Cheviot Value Management's State Street Energy Select Sector SPDR ETF position peaked at $142K in Q1 2026.
  • 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.