Crestwood Advisors Group, LLC's ownership history for XLE

Crestwood Advisors Group, LLC currently holds 81.3K shares with a market value of $5.0M. It started holding XLE on 2024-09-30. At its peak, it held 323.3K shares on 2024-09-30. Its highest holding value was $28.4M on 2024-09-30. At its lowest, it held 65.0K shares on 2025-09-30, with a value of $3.9M on 2025-12-31. In the recent 180 days, Crestwood Advisors Group, LLC has increased its shares by 16.4K. In the recent year, Crestwood Advisors Group, LLC has decreased its shares by 214.9K.