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Stockman Wealth Management, Inc.: XLE position timeline

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

Stockman Wealth Management, Inc. held 85,994 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,994 shares
    Change vs previous 13F -3,128 shares

    0.47% of the 13F portfolio, value $4,567,136.

    13F-HR 0001389400-26-000010 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 89,122 shares
    Change vs previous 13F -7,084 shares

    0.6% of the 13F portfolio, value $5,459,601.

    13F-HR 0001389400-26-000005 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F/A 96,206 shares
    Change vs previous 13F +55,695 shares

    0.5% of the 13F portfolio, value $4,301,383.

    13F-HR/A 0001389400-26-000004 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 40,511 shares
    Change vs previous 13F +1,724 shares

    0.45% of the 13F portfolio, value $3,619,263.

    13F-HR 0001389400-25-000010 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 38,787 shares
    Change vs previous 13F +1,964 shares

    0.45% of the 13F portfolio, value $3,289,538.

    13F-HR 0001389400-25-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 36,823 shares
    Change vs previous 13F +1,360 shares

    0.51% of the 13F portfolio, value $3,441,117.

    13F-HR 0001389400-25-000005 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 35,463 shares
    Change vs previous 13F +3,895 shares

    0.48% of the 13F portfolio, value $3,037,725.

    13F-HR 0001389400-25-000001 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,568 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,771,648.

    13F-HR 0001389400-24-000006 filed by Stockman Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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