Octavia Wealth Advisors, LLC's ownership history for XLE

Octavia Wealth Advisors, LLC currently holds 3.5K shares with a market value of $312.0K. It started holding XLE on 2024-09-30. At its peak, it held 3.8K shares on 2024-09-30. Its highest holding value was $340.3K on 2025-03-31. At its lowest, it held 3.2K shares on 2025-06-30, with a value of $269.0K on 2025-06-30. In the recent 180 days, Octavia Wealth Advisors, LLC has decreased its shares by 148. In the recent year, Octavia Wealth Advisors, LLC has decreased its shares by 312.