Position in SM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$803,279
-$170,690 QoQ
Shares Held
30,777
-1.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#231
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, 2026Legacy Capital Group California, Inc. holds $4,812,447 across 8 Oil & Gas E&P names. SM ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQT |
EQT Corp
|
18,205 | $967,959 | |
| 2 | DVN |
Devon Energy Corp/De
|
22,445 | $927,427 | |
| 3 | SM |
SM Energy Co
This page
|
30,777 | $803,279 | |
| 4 | APA |
APA Corp
|
18,820 | $612,967 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
15,354 | $539,539 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
10,865 | $429,167 | |
| 7 | RRC |
Range Resources Corp
|
8,008 | $297,817 | |
| 8 | EOG |
Eog Resources Inc
|
1,806 | $234,292 |
All Filings in SM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,279 | 30,777 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $973,969 | 31,237 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||