Position in SM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$216,603
-$68,351 QoQ
Shares Held
8,299
-9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#336
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, 2026Total Clarity Wealth Management, Inc. holds $603,521 across 2 Oil & Gas E&P names. SM ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQT |
EQT Corp
|
7,277 | $386,918 | |
| 2 | SM |
SM Energy Co
This page
|
8,299 | $216,603 |
All Filings in SM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,603 | 8,299 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $284,954 | 9,139 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||