Evolution Wealth Advisors, LLC's ownership history for XLE

Evolution Wealth Advisors, LLC currently holds 128.4K shares with a market value of $5.7M. It started holding XLE on 2024-12-31. At its peak, it held 128.4K shares on 2025-12-31. Its highest holding value was $9.4M on 2025-03-31. At its lowest, it held 83.2K shares on 2025-09-30, with a value of $5.7M on 2025-12-31. In the recent 180 days, Evolution Wealth Advisors, LLC has increased its shares by 34.7K. In the recent year, Evolution Wealth Advisors, LLC has increased its shares by 30.5K.