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SM Energy shares owned by Richardson Financial Services

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in SM Energy

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All positions including SM Energy held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 315 49.85
2023-12-31 $5.1k 131 38.72

More positions owned by Richardson Financial Services

SPDR S&P 500 Etf - Equity (SPLG)
Vanguard Value ETF Exchange Traded Fund (VTV)
Vanguard Growth ETF Exchange Traded Fund (VUG)
Apple Common Stock (AAPL)
Amazon.com Common Stock (AMZN)
Spdr S&p Developed World Ex-us Etf - Equity (SPDW)
Spdr Portfolio Emerging Markets Etf - Equity (SPEM)
Ishares High Yield Corp Etf - Fixed Income (HYG)
Vanguard S&p 500 Etf - Equity (VOO)
Microsoft Corp Common Stock (MSFT)
Vanguard Ftse Developed Markets Etf - Equity (VEA)
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)
NVIDIA Corp Common Stock (NVDA)
Vanguard Small Cap Growth Etf Etf - Equity (VBK)
iShares Core MSCI Europe ETF Exchange Traded Fund (IEUR)

View all positions for Richardson Financial Services

Top funds holding SM Energy

BlackRock
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
Pacer Advisors
T. Rowe Price Investment Management
Frontier Capital Management
Geode Capital Management
American Century Companies
Arrowstreet Capital, Limited Partnership
River Road Asset Management
Citadel Advisors
Goldman Sachs Group
Northern Trust
Morgan Stanley

View all funds holding SM Energy