Moody Aldrich Partners LLC

Position in SM — SM Energy Co

CIK 936941 MARBLEHEAD, MA

Position in SM

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$5,503,644

+$3,021,986 QoQ

Shares Held

176,512

+33.0% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 32.775108774474255.ToString("F0")% Shared 31.037549854967367.ToString("F0")% None 36.18734137055837.ToString("F0")%

Energy · as of Mar 31, 2026

Moody Aldrich Partners LLC holds $21,172,656 across 5 Oil & Gas E&P names. SM ranks #3 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MGY	Magnolia Oil & Gas Corp	192,627	$6,081,234
2	CHRD	Chord Energy Corp	38,807	$5,517,579
3	SM	SM Energy Co This page	176,512	$5,503,644
4	OVV	Ovintiv Inc.	61,237	$3,635,028
5	TPL	Texas Pacific Land Corp	917	$435,171

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,503,644	176,512	+33.0%	Shares	Sole	2026-04-20
2025-12-31	$2,481,658	132,709	-9.8%	Shares	Sole	2026-01-30
2025-09-30	$3,674,185	147,144	-16.9%	Shares	Sole	2025-10-21
2025-06-30	$4,374,781	177,045	+31.1%	Shares	Sole	2025-08-04
2025-03-31	$4,044,987	135,058	+2.1%	Shares	Sole	2025-04-29
2024-12-31	$5,126,668	132,267	+31.4%	Shares	Sole	2025-01-23
2024-09-30	$4,024,379	100,685	—	Shares	Sole	2024-10-22
No filing history on record for this holder in this stock.