WESPAC Advisors SoCal, LLC's ownership history for XLE

WESPAC Advisors SoCal, LLC currently holds 149.8K shares with a market value of $6.7M. It started holding XLE on 2024-09-30. At its peak, it held 149.8K shares on 2025-12-31. Its highest holding value was $7.5M on 2025-03-31. At its lowest, it held 58.3K shares on 2024-12-31, with a value of $5.0M on 2024-12-31. In the recent 180 days, WESPAC Advisors SoCal, LLC has increased its shares by 72.2K. In the recent year, WESPAC Advisors SoCal, LLC has increased its shares by 91.4K.