Sendero Wealth Management, LLC

Position in SM — SM Energy Co

CIK 1639375 SAN ANTONIO, TX

Position in SM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,200,808

-$239,676 QoQ

Shares Held

46,008

-0.4% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#202

of 493 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Sendero Wealth Management, LLC holds $8,742,490 across 4 Oil & Gas E&P names. SM ranks #2 (13.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	61,417	$6,384,910
2	SM	SM Energy Co This page	46,008	$1,200,808
3	EQT	EQT Corp	17,799	$946,372
4	DVN	Devon Energy Corp/De	5,092	$210,400

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,200,808	46,008	-0.4%	Shares	Sole	2026-08-04
2026-03-31	$1,440,484	46,199	-0.2%	Shares	Sole	2026-04-22
2025-12-31	$865,379	46,277	+0.6%	Shares	Sole	2026-01-13
2025-09-30	$1,148,819	46,008	0.0%	Shares	Sole	2025-10-08
2025-06-30	$1,136,857	46,008	0.0%	Shares	Sole	2025-07-31
2025-03-31	$1,377,939	46,008	0.0%	Shares	Sole	2025-04-10
2024-12-31	$1,783,270	46,008	0.0%	Shares	Sole	2025-01-14
2024-09-30	$1,838,939	46,008	0.0%	Shares	Sole	2024-10-09
2024-06-30	$1,988,925	46,008	0.0%	Shares	Sole	2024-07-12
2024-03-31	$2,293,498	46,008	0.0%	Shares	Sole	2024-04-16
2023-12-31	$1,781,429	46,008	0.0%	Shares	Sole	2024-01-17
2023-09-30	$1,824,217	46,008	0.0%	Shares	Sole	2023-10-10
2023-06-30	$1,455,233	46,008	—	Shares	Sole	2023-07-20
No filing history on record for this holder in this stock.