Ownership history in Avion Wealth · 9 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth reported a position in SM ENERGY CO (SM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 65 | +28 | +75.7% | 0.00% | $1K | $24.27 |
| 2025 Q1 | UNCHANGED | 37 | — | 0% | 0.00% | $1K | $28.64 |
| 2024 Q4 | REDUCED | 37 | -11 | -22.9% | 0.00% | $1K | $36.88 |
| 2024 Q3 | ADDED | 48 | +11 | +29.7% | 0.00% | $1K | $37.85 |
As of 2025 Q4 — sorted by position size