Position in SM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,262
-$635 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#424
of 484 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, 2026Godfrey Financial Associates, Inc. holds $243,415 across 12 Oil & Gas E&P names. SM ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
360 | $157,550 | |
| 2 | COP |
Conocophillips
|
632 | $65,702 | |
| 3 | DVN |
Devon Energy Corp/De
|
169 | $6,983 | |
| 4 | EOG |
Eog Resources Inc
|
50 | $6,486 | |
| 5 | SM |
SM Energy Co
This page
|
125 | $3,262 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
29 | $1,408 | |
| 7 | CNX |
CNX Resources Corp
|
22 | $746 | |
| 8 | CRC |
California Resources Corp
|
8 | $422 |
All Filings in SM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,262 | 125 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,897 | 125 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,963 | 105 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||