Position in SM
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$551,605
+$234,940 QoQ
Shares Held
17,691
+4.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026IFP Advisors, Inc holds $19,124,149 across 46 Oil & Gas E&P names. SM ranks #8 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
36,326 | $7,184,919 | |
| 2 | GPOR |
Gulfport Energy Corp
|
12,871 | $2,723,117 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
41,508 | $2,698,020 | |
| 4 | COP |
Conocophillips
|
14,559 | $1,921,788 | |
| 5 | EQT |
EQT Corp
|
11,475 | $730,269 | |
| 6 | DVN |
Devon Energy Corp/De
|
13,628 | $685,760 | |
| 7 | EOG |
Eog Resources Inc
|
4,164 | $601,989 | |
| 8 | SM |
SM Energy Co
This page
|
17,691 | $551,605 |
All Filings in SM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $551,605 | 17,691 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $316,665 | 16,934 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $427,761 | 17,131 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $450,142 | 18,217 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $618,227 | 20,642 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $178,024 | 4,593 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $183,342 | 4,587 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $32,465 | 751 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $4,536 | 91 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $7,047 | 182 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $13,520 | 341 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $27,834 | 880 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,745 | 133 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $53,150 | 1,526 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $22,716 | 604 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $22,428 | 656 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $25,551 | 656 | Shares | Sole | 2022-09-06 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||