Pacific Capital Wealth Advisors, Inc.'s ownership history for XLE

Pacific Capital Wealth Advisors, Inc. currently holds 4.2K shares with a market value of $255.5K. It started holding XLE on 2024-09-30. At its peak, it held 4.2K shares on 2026-03-31. Its highest holding value was $255.5K on 2026-03-31. At its lowest, it held 2.1K shares on 2024-09-30, with a value of $178.6K on 2024-12-31. In the recent 180 days, Pacific Capital Wealth Advisors, Inc. has increased its shares by 2.1K.