E&G Advisors, LP XPO — XPO LOGISTICS INC

Ownership history in E&G Advisors, LP  ·  35 quarters on record

AI Ownership Summary

E&G Advisors, LP reported XPO LOGISTICS INC (XPO) in 35 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.28% in 2024 Q1. The latest visible filing shows XPO at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this XPO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LP's position in XPO LOGISTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

XPO was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XPO stock page E&G Advisors, LP fund profile E&G Advisors, LP full holdings
How E&G Advisors, LP held XPO — position size vs. price
% of Fund (quarterly)    XPO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 7,300 — 0% 0.22% $992K 2026-01-23 $147.27
2025 Q3 REDUCED — — — 7,300 -50 -0.7% 0.22% $944K 2025-10-21 $136.00
2025 Q2 UNCHANGED — — — 7,350 — 0% 0.24% $928K 2025-07-14 $132.43
2025 Q1 UNCHANGED — — — 7,350 — 0% 0.22% $791K 2025-04-23 $99.96
2024 Q4 UNCHANGED — — — 7,350 — 0% 0.26% $964K 2025-01-24 $139.10
2024 Q3 UNCHANGED — — — 7,350 — 0% 0.22% $790K 2024-10-18 $112.90
2024 Q2 REDUCED — — — 7,350 -50 -0.7% 0.23% $780K 2024-07-18 $110.98
2024 Q1 UNCHANGED — — — 7,400 — 0% 0.28% $903K 2024-04-19 $114.49
2023 Q4 REDUCED — — — 7,400 -100 -1.3% 0.23% $648K 2024-01-25 $87.55
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding XPO

As of 2026 Q1 — sorted by position size

AGMAN CAPITAL LLC 5.41% FISHMAN JAY A LTD/MI 3Y 7Y 4.94% TRITONPOINT WEALTH, LLC 1.98% Retireful, LLC 3Y 1.57% Gilman Hill Asset Management, LLC 3Y 7Y 0.99% Life Planning Partners, Inc 3Y 0.95% K.J. Harrison & Partners Inc 3Y 7Y 0.9% Oliver Luxxe Assets LLC 3Y 7Y 0.7% Douglas Lane & Associates, LLC 3Y 7Y 0.69% Border to Coast Pensions Partnership Ltd 3Y 0.61%

FAQ About E&G Advisors, LP and XPO

These are the practical questions this page is built to answer before you even open the full history table.

How long has E&G Advisors, LP reported owning XPO?

E&G Advisors, LP reported XPO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported XPO position in E&G Advisors, LP's portfolio?

The largest reported portfolio weight for XPO was 0.28% in 2024 Q1.

What is the latest reported XPO position on this page?

The most recent filing on this page is 2025 Q4, when E&G Advisors, LP reported 7,300 shares, equal to 0.22% of portfolio, with an estimated market value of $992K.

What does the chart on this XPO ownership page compare?

The chart compares E&G Advisors, LP's quarterly XPO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did E&G Advisors, LP time their XPO position?

Based on 13F filing dates vs. subsequent XPO price moves, E&G Advisors, LP correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on XPO relative to SPY over the holding period was +9.7%.

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