Position in SM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,148
-$4,332 QoQ
Shares Held
44
-76.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#451
of 493 holders
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $226,011 across 21 Oil & Gas E&P names. SM ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,387 | $144,192 | |
| 2 | KRP |
Kimbell Royalty Partners, LP
|
4,000 | $58,120 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
200 | $9,714 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
15 | $2,636 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
134 | $2,588 | |
| 6 | MUR |
Murphy Oil Corp
|
59 | $1,921 | |
| 7 | CRC |
California Resources Corp
|
31 | $1,638 | |
| 8 | SM |
SM Energy Co
This page
|
44 | $1,148 |
All Filings in SM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148 | 44 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $5,480 | 183 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||