Position in SM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$3,250,415
+$2,985,510 QoQ
Shares Held
124,537
+1365.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#116
of 493 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $43,586,180 across 17 Oil & Gas E&P names. SM ranks #8 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OVV |
Ovintiv Inc.
|
91,078 | $4,795,256 | |
| 2 | PR |
Permian Resources Corp
|
238,816 | $4,396,601 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
90,179 | $4,379,993 | |
| 4 | COP |
Conocophillips
|
36,110 | $3,753,995 | |
| 5 | MTDR |
Matador Resources Co
|
74,778 | $3,722,447 | |
| 6 | DMLP |
Dorchester Minerals, L.P.
|
142,010 | $3,585,752 | |
| 7 | APA |
APA Corp
|
106,321 | $3,462,874 | |
| 8 | SM |
SM Energy Co
This page
|
124,537 | $3,250,415 |
All Filings in SM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,250,415 | 124,537 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $264,905 | 8,496 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $240,625 | 4,827 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,489,093 | 38,458 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||