FIRST CITIZENS BANK & TRUST CO

Bank

Position in SM — SM Energy Co

CIK 1092203 RALEIGH, NC

Position in SM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$1,078,008

-$180,978 QoQ

Shares Held

41,303

+2.3% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#209

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

FIRST CITIZENS BANK & TRUST CO holds $16,614,271 across 6 Oil & Gas E&P names. SM ranks #2 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	128,022	$13,309,166
2	SM	SM Energy Co This page	41,303	$1,078,008
3	CRGY	Crescent Energy Co	64,240	$630,836
4	CHRD	Chord Energy Corp	5,370	$613,791
5	EOG	Eog Resources Inc	4,500	$583,784
6	TALO	Talos Energy Inc.	30,882	$398,686

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,078,008	41,303	+2.3%	Shares	Sole	2026-07-13
2026-03-31	$1,258,986	40,378	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.