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STERLING INVESTMENT ADVISORS LLC /ADV Historic Quarter Change: USA Stocks, Sold Out

STERLING INVESTMENT ADVISORS LLC /ADV historic quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), over 17 quarters from 2014-12-31 to 2026-06-30, STERLING INVESTMENT ADVISORS LLC /ADV opened 13 positions, added to 53, reduced 36 and sold out of 13.

  • Q2 2026: Stock WEC; Country of operation United States; Class COM; Shares before 3,262.
  • Q2 2026: Stock CVX; Country of operation United States; Class COM; Shares before 1,410.
  • Q2 2026: Stock XOMXXXX; Country of operation —; Class COM; Shares before 1,607.
  • Q4 2025: Stock T; Country of operation United States; Class COM; Shares before 8,127.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1009198), 17 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-09); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-14); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-10); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-21); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-11); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-13); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-15); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-20); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-04); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-10-29); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-07-27); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-05-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2014-12-31. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026WEC
WEC ENERGY GROUP INC
United StatesCOM3,2620-3,262$377,642$0-$377,6422026-07-09
Q2 2026CVX
CHEVRON CORPORATION
United StatesCOM1,4100-1,410$291,729$0-$291,7292026-07-09
Q2 2026XOMXXXX
EXXON MOBIL CORP
COM1,6070-1,607$272,644$0-$272,6442026-07-09
Q4 2025T
AT&T INC
United StatesCOM8,1270-8,127$229,520$0-$229,5202026-01-14
Q3 2025XOMXXXX
EXXON MOBIL CORP
COM1,7930-1,793$233,730$0-$233,7302025-10-29
Q1 2025TSLA
TESLA INC
United StatesCOM5990-599$241,900$0-$241,9002025-04-25
Q1 2025UNL
UNITED STS 12 MONTH NAT GAS
United StatesUNIT BEN INT12,8620-12,862$105,088$0-$105,0882025-04-25
Q3 2016USCI
UNITED STS COMMODITY INDEX F
United StatesCOMM IDX FND140,5830-140,583$6,072,000$0-$6,072,0002016-10-13
Q3 2016DJP
BARCLAYS BK PLC
United KingdomDJUBS CMDT ETN3656,5010-56,501$1,397,000$0-$1,397,0002016-10-13
Q3 2016JKHY
HENRY JACK & ASSOC INC
United StatesCOM3,3750-3,375$295,000$0-$295,0002016-10-13
Q3 2016XOMXXXX
EXXON MOBIL CORP
COM2,6190-2,619$245,000$0-$245,0002016-10-13
Q3 2016WEC
WEC ENERGY GROUP INC
United StatesCOM3,2500-3,250$212,000$0-$212,0002016-10-13
Q3 2016CVX
CHEVRON CORP NEW
United StatesCOM1,9400-1,940$203,000$0-$203,0002016-10-13

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