Position in SM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,776,105
-$1,284,710 QoQ
Shares Held
68,050
-30.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#172
of 493 holders
Holding Since
Mar 2026
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, 2026Oliver Luxxe Assets LLC holds $4,903,434 across 4 Oil & Gas E&P names. SM ranks #1 (36.2% of the industry book) .
All Filings in SM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776,105 | 68,050 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $3,060,815 | 98,166 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||