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Gibbs Wealth Management’s SM Energy SM Stock Holding History

Gibbs Wealth Management’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,262
Closed -$256K – 342
2025
Q3 		$256K Sell
10,262
-1,800
-15% -$48.5K 0.06% 288
2025
Q2 		$298K Buy
12,062
+1,630
+16% +$39.5K 0.06% 285
2025
Q1 		$312K Buy
10,432
+2,541
+32% +$91.1K 0.08% 243
2024
Q4 		$306K Buy
7,891
+1,155
+17% +$48.8K 0.08% 228
2024
Q3 		$269K Buy
6,736
+1,138
+20% +$49.4K 0.09% 229
2024
Q2 		$242K Buy
+5,598
New +$275K 0.1% 212

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Gibbs Wealth Management's SM Position: Q4 2025 in Review

Gibbs Wealth Management sold out of SM Energy (SM) in Q4 2025, closing a stake of 10,262 shares — an estimated $256K sold.

Gibbs Wealth Management first reported a position in SM in Q2 2024 and held it in 6 quarters. The position peaked at $312K in Q1 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Gibbs Wealth Management reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Gibbs Wealth Management sold 10,262 SM Energy shares in Q4 2025, an estimated $256K.
  • Gibbs Wealth Management first reported a position in SM Energy in Q2 2024 and held it in 6 quarters.
  • Gibbs Wealth Management's SM Energy position peaked at $312K in Q1 2025.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Gibbs Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.