A detailed history of Cvfg LLC transactions in Energy Sector Spdr stock. As of the latest transaction made, Cvfg LLC holds 2,971 shares of XLE stock, worth $264,329. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,971
Previous 2,953 0.61%
Holding current value
$264,329
Previous $276 Million 8.68%
% of portfolio
0.2%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

BUY
$76.44 - $94.13 $1,375 - $1,694
18 Added 0.61%
2,971 $252 Million
Q1 2025

Apr 23, 2025

BUY
$85.7 - $93.96 $31,023 - $34,013
362 Added 13.97%
2,953 $276 Million
Q4 2024

Jan 15, 2025

BUY
$83.32 - $97.27 $215,882 - $252,026
2,591 New
2,591 $222 Million

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Cvfg LLC Portfolio

Follow Cvfg LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cvfg LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cvfg LLC with notifications on news.