Position in SM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$964,577
-$759,302 QoQ
Shares Held
36,957
-33.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#219
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, 2026SIERRA SUMMIT ADVISORS LLC holds $2,555,913 across 3 Oil & Gas E&P names. SM ranks #1 (37.7% of the industry book) .
All Filings in SM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,577 | 36,957 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,723,879 | 55,288 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||