Question 1

How many shares of XLE does JONES FINANCIAL COMPANIES LLLP own?

Accepted Answer

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP holds 913,890 shares of XLE (ENERGY SELECT SECTOR SPDR).

Question 2

What is JONES FINANCIAL COMPANIES LLLP's XLE position worth?

Accepted Answer

As of 2026-Q2, JONES FINANCIAL COMPANIES LLLP's XLE position is worth $49.2M.

Question 3

Is JONES FINANCIAL COMPANIES LLLP buying or selling XLE?

Accepted Answer

In 2026-Q2, JONES FINANCIAL COMPANIES LLLP decreased their XLE position (-1.8% change in shares).

Question 4

When did JONES FINANCIAL COMPANIES LLLP first buy XLE?

Accepted Answer

Based on available 13F filings, JONES FINANCIAL COMPANIES LLLP first reported a position in XLE in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	913,890	-1.8%	$49.2M	0.0%	$53.11	0
2026-Q1	Increased	930,450	+68.5%	$58.2M	0.0%	$56.52	44
2025-Q4	Increased	552,326	+124.6%	$24.7M	0.0%	$44.96	46
2025-Q3	Increased	245,936	+17.5%	$22.6M	0.0%	$44.77	33
2025-Q2	Increased	209,253	+30.7%	$17.8M	0.0%	$41.93	36
2025-Q1	Increased	160,062	+45.1%	$14.8M	0.0%	$45.07	38
2024-Q4	Increased	110,339	+127.0%	$9.5M	0.0%	$40.91	45
2024-Q3	Increased	48,610	+142.7%	$4.2M	0.0%	$41.83	43