Perissos Private Wealth Management, LLC's ownership history for XLE

Perissos Private Wealth Management, LLC currently holds 86.7K shares with a market value of $5.3M. It started holding XLE on 2025-06-30. At its peak, it held 86.7K shares on 2026-03-31. Its highest holding value was $5.3M on 2026-03-31. At its lowest, it held 31.3K shares on 2025-06-30, with a value of $2.7M on 2025-06-30. In the recent 180 days, Perissos Private Wealth Management, LLC has increased its shares by 55.4K.