Abacus Planning Group, Inc.

Position in SM — SM Energy Co

CIK 1602730 COLUMBIA, SC

Position in SM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$425,717

-$115,817 QoQ

Shares Held

16,311

-6.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#272

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

Abacus Planning Group, Inc. holds $1,138,023 across 4 Oil & Gas E&P names. SM ranks #1 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SM	SM Energy Co This page	16,311	$425,717
2	EOG	Eog Resources Inc	1,963	$254,659
3	APA	APA Corp	7,594	$247,336
4	COP	Conocophillips	2,023	$210,311

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$425,717	16,311	-6.1%	Shares	Sole	2026-07-20
2026-03-31	$541,534	17,368	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.