Position in SM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$965
-$188 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#455
of 493 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $621,308 across 13 Oil & Gas E&P names. SM ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
5,501 | $571,883 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
396 | $19,233 | |
| 3 | EQT |
EQT Corp
|
311 | $16,535 | |
| 4 | VET |
Vermilion Energy Inc.
|
481 | $4,506 | |
| 5 | DVN |
Devon Energy Corp/De
|
70 | $2,892 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
71 | $2,804 | |
| 7 | SM |
SM Energy Co
This page
|
37 | $965 | |
| 8 | MGY |
Magnolia Oil & Gas Corp
|
37 | $946 |
All Filings in SM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965 | 37 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,153 | 37 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $187 | 10 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||