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Disclosery

Gibbs Wealth Management: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gibbs Wealth Management on SHEL, newest first. How the timeline and the estimate are built.

Gibbs Wealth Management held 21,411 SHEL shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 21,411 shares
    Change vs previous 13F +12,812 shares

    0.26% of the 13F portfolio, value $1,991,288.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 8,599 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $609,072.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 8,593 shares
    Change vs previous 13F -1,703 shares

    0.14% of the 13F portfolio, value $614,636.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 10,296 shares
    Change vs previous 13F +2,251 shares

    0.14% of the 13F portfolio, value $724,893.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 8,045 shares
    Change vs previous 13F +1,894 shares

    0.14% of the 13F portfolio, value $589,537.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 6,151 shares
    Change vs previous 13F +1,793 shares

    0.1% of the 13F portfolio, value $385,337.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 4,358 shares
    Change vs previous 13F +1,012 shares

    0.09% of the 13F portfolio, value $287,410.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 3,346 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $241,514.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).