Position in SM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,165,847
-$1,337,797 QoQ
Shares Held
159,611
-9.6% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#104
of 496 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 44%
Shared 39%
None 18%
Common Shares in SM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Moody Aldrich Partners LLC holds $11,937,635 across 4 Oil & Gas E&P names. SM ranks #2 (34.9% of the industry book) .
All Filings in SM
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,165,847 | 159,611 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,503,644 | 176,512 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,481,658 | 132,709 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,674,185 | 147,144 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $4,374,781 | 177,045 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,044,987 | 135,058 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,126,668 | 132,267 | 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. | ||||||