Invesco Ltd.

Position in SM — SM Energy Co

CIK 914208 Atlanta, GA

Back to SM Full portfolio

Position in SM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$63,462,695

+$28,019,645 QoQ

Shares Held

2,431,521

+113.9% QoQ

Ownership

1.02%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#19

of 495 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 97% None 3%

Common Shares in SM Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

Invesco Ltd. holds $9,631,691,899 across 46 Oil & Gas E&P names. SM ranks #21 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	11,180,445	$1,965,298,618
2	COP	Conocophillips	13,399,434	$1,393,005,149
3	DVN	Devon Energy Corp/De	24,148,878	$997,831,631
4	OXY	Occidental Petroleum Corp /De/	12,745,004	$619,024,836
5	EOG	Eog Resources Inc	4,311,283	$559,302,735
6	EXE	EXPAND ENERGY Corp	6,060,800	$552,684,346
7	EQT	EQT Corp	9,979,275	$530,598,044
8	APA	APA Corp	15,316,704	$498,865,043

All Filings in SM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$63,462,695	2,431,521	+113.9%	Shares	Defined	2026-08-14
2026-03-31	$35,443,050	1,136,724	+49.1%	Shares	Defined	2026-05-12
2025-12-31	$14,256,671	762,389	-67.2%	Shares	Defined	2026-02-19
2025-09-30	$58,006,928	2,323,065	+1.5%	Shares	Defined	2025-11-13
2025-06-30	$56,568,945	2,289,314	+22.2%	Shares	Defined	2025-08-13
2025-03-31	$56,122,103	1,873,860	+169.4%	Shares	Defined	2025-05-12
2024-12-31	$26,956,141	695,463	-12.2%	Shares	Defined	2025-02-13
2024-09-30	$31,665,469	792,231	-7.8%	Shares	Defined	2024-11-12
2024-06-30	$37,136,079	859,035	-22.5%	Shares	Defined	2024-08-13
2024-03-31	$55,223,577	1,107,795	+0.1%	Shares	Defined	2024-05-14
2023-12-31	$42,870,510	1,107,193	-46.1%	Shares	Defined	2024-02-13
2023-09-30	$81,461,041	2,054,503	+72.8%	Shares	Defined	2023-11-13
2023-06-30	$37,608,795	1,189,023	-37.3%	Shares	Defined	2023-08-11
2023-03-31	$53,365,225	1,895,072	-43.5%	Shares	Defined	2023-05-12
2022-12-31	$116,742,947	3,351,793	+4.3%	Shares	Defined	2023-02-13
2022-09-30	$120,885,646	3,214,189	-5.9%	Shares	Defined	2022-11-14
2022-06-30	$116,790,268	3,415,919	+53.2%	Shares	Defined	2022-08-15
2022-03-31	$86,825,079	2,229,142	+88.5%	Shares	Defined	2022-05-16
2021-12-31	$34,861,278	1,182,540	-4.1%	Shares	Defined	2022-02-14
2021-09-30	$32,543,791	1,233,654	-26.6%	Shares	Defined	2021-11-15
2021-06-30	$41,368,670	1,679,605	+13.7%	Shares	Defined	2021-08-17
2021-03-31	$24,172,711	1,476,647	+134.7%	Shares	Defined	2021-05-17
2020-12-31	$3,849,993	629,084	-18.3%	Shares	Defined	2021-02-16
2020-09-30	$1,223,686	769,615	+5.6%	Shares	Defined	2020-11-16
2020-06-30	$2,731,802	728,481	+29.0%	Shares	Defined	2020-08-14
2020-03-31	$689,163	564,889	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.