SEC 13F Intelligence

Managers / Q4 2023 · view latest →

XXEC, Inc.

CIK 0001828822 · 2200 S UTICA PLACE STE 430, TULSA, OK, 74114 · 9187435959

Reported Value
$127M
Q4 2023
Positions
23
Filings on Record
25
2019–present window
Filed
Jan 24, 2024
original filing

Summary

Xxec, Inc. reported $127M in U.S.-listed holdings across 23 positions for Q4 2023.

The book was largely unchanged from Q3 2023.

Reported Value by Quarter

13F Reported Value
Q3 ’20: $105MQ3 ’20Q4 ’20: $127MQ1 ’21: $142MQ2 ’21: $151MQ2 ’21Q3 ’21: $131MQ4 ’21: $117MQ1 ’22: $144MQ1 ’22Q2 ’22: $126MQ3 ’22: $116MQ4 ’22: $125MQ4 ’22Q1 ’23: $125MQ2 ’23: $131MQ3 ’23: $119MQ3 ’23Q4 ’23: $127MQ1 ’24: $133MQ2 ’24: $130MQ2 ’24Q3 ’24: $132MQ4 ’24: $121MQ1 ’25: $115MQ1 ’25Q2 ’25: $124MQ3 ’25: $119MQ1 ’26: $571MQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2023

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$571M23Apr 24, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$119M22Nov 26, 202513F-HRchanges · EDGAR ↗
Q2 2025$124M19Aug 13, 202513F-HRchanges · EDGAR ↗
Q1 2025$115M21Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$121M21Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$132M20Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$130M23Aug 9, 202413F-HRchanges · EDGAR ↗
Q1 2024$133M23Apr 22, 202413F-HRchanges · EDGAR ↗
Q4 2023$127M23Jan 24, 202413F-HRchanges · EDGAR ↗
Q3 2023$119M23Nov 8, 202313F-HRchanges · EDGAR ↗
Q2 2023$131M24Aug 2, 202313F-HRchanges · EDGAR ↗
Q1 2023$125M23May 8, 202313F-HRchanges · EDGAR ↗
Q4 2022$125M26Feb 2, 2023RESTATEMENTchanges · EDGAR ↗
Q3 2022$116M25Nov 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$126M24Jul 26, 202213F-HRchanges · EDGAR ↗
Q1 2022$144M25Apr 12, 202213F-HRchanges · EDGAR ↗
Q4 2021$117M23Feb 2, 202213F-HRchanges · EDGAR ↗
Q3 2021$131M26Oct 19, 202113F-HRchanges · EDGAR ↗
Q2 2021$151M26Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$142M30Apr 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$127M28Feb 17, 202113F-HRchanges · EDGAR ↗
Q3 2020$105M26Oct 21, 202013F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.