Position in SM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,329,729
-$9,929,913 QoQ
Shares Held
165,890
-63.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#101
of 493 holders
Holding Since
Dec 2022
15 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, 2026Steward Partners Investment Advisory, LLC holds $50,940,400 across 38 Oil & Gas E&P names. SM ranks #3 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
150,553 | $15,651,489 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
51,834 | $9,111,380 | |
| 3 | SM |
SM Energy Co
This page
|
165,890 | $4,329,729 | |
| 4 | TPL |
Texas Pacific Land Corp
|
9,252 | $4,049,045 | |
| 5 | DVN |
Devon Energy Corp/De
|
78,996 | $3,264,114 | |
| 6 | EOG |
Eog Resources Inc
|
23,274 | $3,019,336 | |
| 7 | APA |
APA Corp
|
74,976 | $2,441,968 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
31,654 | $1,537,434 |
All Filings in SM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,329,729 | 165,890 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $14,259,642 | 457,333 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,758 | 201 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $5,443 | 218 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,078 | 246 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,793 | 327 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,201 | 289 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $5,995 | 150 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,484 | 150 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $7,477 | 150 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,808 | 150 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,947 | 150 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,744 | 150 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,224 | 150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,224 | 150 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||