SM — SM ENERGY CO

Ownership history in ORG Partners LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC 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 UNCHANGED 100 — 0% 0.00% $2K $24.27
2025 Q2 UNCHANGED 100 — 0% 0.00% $3K $23.84
2025 Q1 INITIATED 100 — — 0.00% $3K $28.64
% of Fund (quarterly)    SM price (monthly, adj. close)

Other funds also holding SM

As of 2025 Q4 — sorted by position size

FEARNLEY ASSET MANAGEMENT AS 7.52% THOMIST CAPITAL MANAGEMENT, LP 3Y 2.2% Sagefield Capital LP 3Y 1.72% Pekin Hardy Strauss, Inc. 3Y 7Y 0.69% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.63% DENALI ADVISORS LLC 3Y 7Y 0.62% PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 0.55% CacheTech Inc. 0.54% Adams Wealth Management 3Y 0.54% Tanglewood Legacy Advisors, LLC 3Y 0.52%
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