Ownership history in CX Institutional · 7 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in SM Energy Company (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 | REDUCED | 275 | -3,558 | -92.8% | 0.00% | $7K | $24.27 |
| 2025 Q2 | REDUCED | 3,833 | -497 | -11.5% | 0.00% | $95K | $23.84 |
| 2025 Q1 | REDUCED | 4,330 | -16,315 | -79.0% | 0.00% | $130K | $28.64 |
| 2024 Q4 | REDUCED | 20,645 | -3,073 | -13.0% | 0.03% | $800K | $36.88 |
As of 2025 Q4 — sorted by position size