Position in SM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,061,617
-$175,792 QoQ
Shares Held
40,675
+2.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#17
of 94 holders
Holding Since
Sep 2023
8 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 Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $21,520,617 across 12 Oil & Gas E&P names. SM ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
139,033 | $14,453,870 | |
| 2 | EOG |
Eog Resources Inc
|
14,888 | $1,931,420 | |
| 3 | SM |
SM Energy Co
This page
|
40,675 | $1,061,617 | |
| 4 | DVN |
Devon Energy Corp/De
|
17,511 | $723,554 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
7,458 | $680,095 | |
| 6 | CHRD |
Chord Energy Corp
|
5,727 | $654,596 | |
| 7 | CRGY |
Crescent Energy Co
|
61,612 | $605,029 | |
| 8 | TALO |
Talos Energy Inc.
|
29,535 | $381,296 |
All Filings in SM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,617 | 40,675 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,237,409 | 39,686 | Shares | Sole | 2026-04-29 | |
| 2024-12-31 | $473,414 | 12,214 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $461,133 | 11,537 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $477,475 | 11,045 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $535,638 | 10,745 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $422,319 | 10,907 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $330,760 | 8,342 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||