Position in SM
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$84,809
+$31,085 QoQ
Shares Held
2,720
-5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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 Mar 31, 2026Legacy Wealth Managment, LLC/ID holds $854,805 across 26 Oil & Gas E&P names. SM ranks #5 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRGY |
Crescent Energy Co
|
9,444 | $127,494 | |
| 2 | PR |
Permian Resources Corp
|
4,689 | $99,969 | |
| 3 | CTRA |
Coterra Energy Inc.
|
2,642 | $92,839 | |
| 4 | APA |
APA Corp
|
2,093 | $88,826 | |
| 5 | SM |
SM Energy Co
This page
|
2,720 | $84,809 | |
| 6 | KRP |
Kimbell Royalty Partners, LP
|
4,192 | $60,658 | |
| 7 | EOG |
Eog Resources Inc
|
311 | $44,961 | |
| 8 | DVN |
Devon Energy Corp/De
|
686 | $34,519 |
All Filings in SM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $84,809 | 2,720 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $53,724 | 2,873 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $85,522 | 3,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $81,542 | 3,300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $79,037 | 2,639 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $67,209 | 1,734 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $76,221 | 1,907 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||