Tanglewood Legacy Advisors, LLC

Position in SM — SM Energy Co

CIK 1965616 HOUSTON, TX

Position in SM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,939,830

-$377,561 QoQ

Shares Held

74,323

0.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

4.33%

of 13F equity value

Holder Rank

#164

of 493 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Tanglewood Legacy Advisors, LLC holds $2,337,583 across 6 Oil & Gas E&P names. SM ranks #1 (83.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SM	SM Energy Co This page	74,323	$1,939,830
2	COP	Conocophillips	3,248	$337,662
3	WDS	Woodside Energy Group Ltd	1,360	$26,275
4	DVN	Devon Energy Corp/De	420	$17,354
5	OXY	Occidental Petroleum Corp /De/	200	$9,714
6	EXE	EXPAND ENERGY Corp	74	$6,748

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,939,830	74,323	0.0%	Shares	Sole	2026-08-10
2026-03-31	$2,317,391	74,323	0.0%	Shares	Sole	2026-04-27
2025-12-31	$1,389,840	74,323	0.0%	Shares	Sole	2026-02-06
2025-09-30	$1,855,845	74,323	0.0%	Shares	Sole	2025-11-07
2025-06-30	$1,836,521	74,323	0.0%	Shares	Sole	2025-08-08
2025-03-31	$2,225,973	74,323	0.0%	Shares	Sole	2025-04-22
2024-12-31	$2,880,759	74,323	0.0%	Shares	Sole	2025-01-30
2024-09-30	$2,970,690	74,323	0.0%	Shares	Sole	2024-10-15
2024-06-30	$3,212,983	74,323	0.0%	Shares	Sole	2024-07-17
2024-03-31	$3,705,001	74,323	0.0%	Shares	Sole	2024-04-16
2023-12-31	$2,877,786	74,323	0.0%	Shares	Sole	2024-01-23
2023-09-30	$2,946,906	74,323	-37.2%	Shares	Sole	2023-10-18
2023-06-30	$3,742,556	118,323	0.0%	Shares	Sole	2023-08-01
2023-03-31	$3,331,975	118,323	0.0%	Shares	Sole	2023-04-18
2022-12-31	$4,121,190	118,323	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.