Position in SM
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$210,465
+$61,539 QoQ
Shares Held
6,750
-15.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Covestor Ltd holds $2,582,916 across 37 Oil & Gas E&P names. SM ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
12,727 | $620,186 | |
| 2 | TPL |
Texas Pacific Land Corp
|
534 | $253,415 | |
| 3 | CNX |
CNX Resources Corp
|
6,284 | $242,248 | |
| 4 | SM |
SM Energy Co
This page
|
6,750 | $210,465 | |
| 5 | NOG |
Northern Oil & Gas, Inc.
|
4,607 | $134,662 | |
| 6 | CHRD |
Chord Energy Corp
|
938 | $133,364 | |
| 7 | PR |
Permian Resources Corp
|
5,227 | $111,439 | |
| 8 | CTRA |
Coterra Energy Inc.
|
3,141 | $110,374 |
All Filings in SM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $210,465 | 6,750 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $148,926 | 7,964 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $152,466 | 6,106 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $102,225 | 4,137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $14,286 | 477 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $18,449 | 476 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $18,945 | 474 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $11,585 | 268 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,438 | 410 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,875 | 410 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $42,187 | 1,064 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,540 | 270 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,659 | 272 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,473 | 272 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,305 | 274 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,111 | 325 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $662 | 17 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $619 | 21 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||