Position in SM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,304
+$4,896 QoQ
Shares Held
663
+66.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#396
of 493 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $167,858 across 28 Oil & Gas E&P names. SM ranks #3 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRC |
California Resources Corp
|
379 | $20,037 | |
| 2 | COP |
Conocophillips
|
189 | $19,647 | |
| 3 | SM |
SM Energy Co
This page
|
663 | $17,304 | |
| 4 | MGY |
Magnolia Oil & Gas Corp
|
620 | $15,858 | |
| 5 | EOG |
Eog Resources Inc
|
111 | $14,399 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
291 | $14,133 | |
| 7 | WDS |
Woodside Energy Group Ltd
|
655 | $12,654 | |
| 8 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
264 | $10,427 |
All Filings in SM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,304 | 663 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,408 | 398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,731 | 360 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,244 | 170 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,262 | 213 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,617 | 54 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||