Hillcrest Wealth Advisors - NY, LLC's ownership history for XLE

Hillcrest Wealth Advisors - NY, LLC currently holds 13.6K shares with a market value of $607.2K. It started holding XLE on 2024-12-31. At its peak, it held 16.3K shares on 2024-12-31. Its highest holding value was $1.4M on 2024-12-31. At its lowest, it held 13.6K shares on 2025-12-31, with a value of $607.2K on 2025-12-31.