Position in SM
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$14,041
-$2,733 QoQ
Shares Held
538
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#400
of 493 holders
Holding Since
Sep 2025
4 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, 2026Cedar Mountain Advisors, LLC holds $272,652 across 14 Oil & Gas E&P names. SM ranks #6 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DVN |
Devon Energy Corp/De
|
2,377 | $98,217 | |
| 2 | COP |
Conocophillips
|
434 | $45,118 | |
| 3 | PR |
Permian Resources Corp
|
2,251 | $41,440 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
130 | $22,851 | |
| 5 | APA |
APA Corp
|
668 | $21,756 | |
| 6 | SM |
SM Energy Co
This page
|
538 | $14,041 | |
| 7 | EQT |
EQT Corp
|
164 | $8,719 | |
| 8 | CRC |
California Resources Corp
|
119 | $6,291 |
All Filings in SM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,041 | 538 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $16,774 | 538 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $280 | 15 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $848 | 34 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||