Position in SM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$291,510
-$56,739 QoQ
Shares Held
11,169
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#306
of 493 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Texas Yale Capital Corp. holds $18,519,190 across 10 Oil & Gas E&P names. SM ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DMLP |
Dorchester Minerals, L.P.
|
213,000 | $5,378,250 | |
| 2 | EQT |
EQT Corp
|
85,260 | $4,533,274 | |
| 3 | TPL |
Texas Pacific Land Corp
|
5,977 | $2,615,774 | |
| 4 | COP |
Conocophillips
|
24,450 | $2,541,822 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
28,085 | $986,906 | |
| 6 | CNX |
CNX Resources Corp
|
28,000 | $950,040 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
18,000 | $711,000 | |
| 8 | SM |
SM Energy Co
This page
|
11,169 | $291,510 |
All Filings in SM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,510 | 11,169 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $348,249 | 11,169 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $208,860 | 11,169 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $278,889 | 11,169 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $275,985 | 11,169 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $334,511 | 11,169 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $432,910 | 11,169 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $446,424 | 11,169 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $482,835 | 11,169 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $556,774 | 11,169 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $432,463 | 11,169 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $442,850 | 11,169 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $353,275 | 11,169 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $314,519 | 11,169 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $389,016 | 11,169 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $420,066 | 11,169 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $381,868 | 11,169 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $435,032 | 11,169 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $329,262 | 11,169 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $294,638 | 11,169 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $275,092 | 11,169 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $182,836 | 11,169 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $68,354 | 11,169 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $17,758 | 11,169 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $41,883 | 11,169 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $13,626 | 11,169 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||