Avantax Planning Partners, Inc.

Position in SM — SM Energy Co

CIK 1005441 DUBUQUE, IA

Position in SM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$217,961

-$42,204 QoQ

Shares Held

8,351

+0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#335

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $12,252,565 across 5 Oil & Gas E&P names. SM ranks #5 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	60,648	$6,304,966
2	EOG	Eog Resources Inc	39,691	$5,149,113
3	TPL	Texas Pacific Land Corp	738	$322,978
4	DVN	Devon Energy Corp/De	6,233	$257,547
5	SM	SM Energy Co This page	8,351	$217,961

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,961	8,351	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$260,165	8,344	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.