INVESTMENT ADVISORY SERVICES INC /TX /ADV

Position in SM — SM Energy Co

CIK 925953 THE WOODLANDS, TX

Position in SM

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

Position Value

$402,383

-$78,319 QoQ

Shares Held

15,417

0.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#279

of 493 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

INVESTMENT ADVISORY SERVICES INC /TX /ADV holds $5,022,821 across 5 Oil & Gas E&P names. SM ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	85,250	$3,522,530
2	COP	Conocophillips	5,555	$577,497
3	EOG	Eog Resources Inc	3,179	$412,411
4	SM	SM Energy Co This page	15,417	$402,383
5	REI	Ring Energy, Inc.	100,000	$108,000

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,383	15,417	0.0%	Shares	Sole	2026-07-14
2026-03-31	$480,702	15,417	—	Shares	Sole	2026-04-17
No filing history on record for this holder in this stock.