Position in SM
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$300,575
+$98,547 QoQ
Shares Held
9,640
+17.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026HOHIMER WEALTH MANAGEMENT, LLC holds $12,500,285 across 6 Oil & Gas E&P names. SM ranks #6 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
31,995 | $4,625,517 | |
| 2 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
62,378 | $3,039,679 | |
| 3 | CRGY |
Crescent Energy Co
|
207,900 | $2,806,650 | |
| 4 | EXE |
EXPAND ENERGY Corp
|
12,968 | $1,423,627 | |
| 5 | GPOR |
Gulfport Energy Corp
|
1,438 | $304,237 | |
| 6 | SM |
SM Energy Co
This page
|
9,640 | $300,575 |
All Filings in SM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $300,575 | 9,640 | Shares | Sole | 2026-05-01 | |
| 2025-06-30 | $202,028 | 8,176 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||