Meriwether Wealth & Planning, LLC's ownership history for XLE

Meriwether Wealth & Planning, LLC currently holds 20.5K shares with a market value of $915.7K. It started holding XLE on 2024-12-31. At its peak, it held 20.5K shares on 2025-12-31. Its highest holding value was $1.8M on 2025-03-31. At its lowest, it held 13.5K shares on 2025-09-30, with a value of $915.7K on 2025-12-31. In the recent 180 days, Meriwether Wealth & Planning, LLC has increased its shares by 5.6K. In the recent year, Meriwether Wealth & Planning, LLC has increased its shares by 6.4K.