MORGAN STANLEY

Position in SM — SM Energy Co

CIK 895421 NEW YORK, NY

Back to SM Full portfolio

Position in SM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$76,830,332

-$32,663,876 QoQ

Shares Held

2,943,691

-16.2% QoQ

Ownership

1.24%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#15

of 495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Common Shares in SM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $9,749,428,310 across 76 Oil & Gas E&P names. SM ranks #20 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips	18,170,204	$1,888,974,400
2	EQT	EQT Corp	24,345,547	$1,294,452,726
3	DVN	Devon Energy Corp/De	23,513,769	$971,588,927
4	EOG	Eog Resources Inc	6,945,076	$900,984,700
5	FANG	Diamondback Energy, Inc.	3,895,346	$684,723,910
6	OXY	Occidental Petroleum Corp /De/	12,240,048	$594,499,120
7	CNQ	CANADIAN NATURAL RESOURCES Ltd	15,003,222	$592,627,269
8	TPL	Texas Pacific Land Corp	972,321	$425,526,556

All Filings in SM

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$76,830,332	2,943,691	-16.2%	Shares	Defined	2026-08-13
2026-03-31	$109,494,208	3,511,681	+105.7%	Shares	Defined	2026-05-15
2025-12-31	$31,920,018	1,706,953	+30.6%	Shares	Defined	2026-05-27
2025-09-30	$32,632,391	1,306,864	-15.4%	Shares	Defined	2026-05-27
2025-06-30	$38,177,512	1,545,023	+19.5%	Shares	Defined	2025-08-15
2025-03-31	$38,713,065	1,292,590	-8.5%	Shares	Defined	2025-05-15
2024-12-31	$54,760,277	1,412,804	+2.9%	Shares	Defined	2025-05-15
2024-09-30	$54,901,468	1,373,567	+27.1%	Shares	Defined	2025-05-14
2024-06-30	$46,735,170	1,081,082	-19.3%	Shares	Defined	2025-05-14
2024-03-31	$66,788,478	1,339,789	-10.5%	Shares	Defined	2024-10-17
2023-12-31	$57,932,938	1,496,202	+3.4%	Shares	Defined	2024-08-16
2023-09-30	$57,362,206	1,446,714	+59.6%	Shares	Defined	2023-11-15
2023-06-30	$28,668,004	906,355	-7.2%	Shares	Defined	2023-08-14
2023-03-31	$27,503,530	976,688	+26.4%	Shares	Defined	2023-05-15
2022-12-31	$26,917,037	772,812	-24.3%	Shares	Defined	2023-02-14
2022-09-30	$38,371,109	1,020,237	-3.7%	Shares	Defined	2022-11-14
2022-06-30	$36,238,249	1,059,908	+111.4%	Shares	Defined	2022-10-27
2022-03-31	$19,533,189	501,494	-38.7%	Shares	Defined	2022-10-27
2021-12-31	$24,099,602	817,490	+53.3%	Shares	Defined	2022-02-14
2021-09-30	$14,070,323	533,371	-31.8%	Shares	Defined	2021-11-15
2021-06-30	$19,258,169	781,899	-38.2%	Shares	Defined	2021-08-23
2021-03-31	$20,702,531	1,264,663	+45.6%	Shares	Defined	2021-05-17
2020-12-31	$5,317,440	868,863	+217.9%	Shares	Defined	2021-02-16
2020-09-30	$434,569	273,314	-88.4%	Shares	Defined	2020-11-13
2020-06-30	$8,805,603	2,348,161	+433.5%	Shares	Defined	2020-08-14
2020-03-31	$536,928	440,107	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.