LYELL WEALTH MANAGEMENT, LP's ownership history for XLE

LYELL WEALTH MANAGEMENT, LP currently holds 44.9K shares with a market value of $2.0M. It started holding XLE on 2024-09-30. At its peak, it held 102.9K shares on 2024-09-30. Its highest holding value was $9.0M on 2024-09-30. At its lowest, it held 25.2K shares on 2025-09-30, with a value of $2.0M on 2025-12-31. In the recent 180 days, LYELL WEALTH MANAGEMENT, LP has increased its shares by 13.3K. In the recent year, LYELL WEALTH MANAGEMENT, LP has decreased its shares by 52.8K.