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SM Energy shares owned by Unison Advisors

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Unison Advisors from 13F filings

Historical chart of Unison Advisors investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Unison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Unison Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $956k 37k 26.10
2026-03-31 $1.1M 36k 31.18
2025-12-31 $682k 36k 18.90

More positions owned by Unison Advisors

Vanguard Mun Bd Fds Intermediate Trm (VTEI)
Vanguard Index Fds Value Etf (VTV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Msci Intl Qualty (IQLT)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Emerging Mkts Hi (DEHP)
Schwab Strategic Tr Fund Em Equi Etf (FNDE)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Capital One Financial (COF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Unison Advisors

Top funds holding SM Energy

BlackRock
Vanguard Portfolio Management
Canada Pension Plan Investment Board
Aristeia Capital
State Street Corporation
Vanguard Capital Management
American Century Companies
Dimensional Fund Advisors
Donald Smith & Co
Geode Capital Management
Millennium Management
FMR
Mackenzie Financial
Jpmorgan Chase & Co
Morgan Stanley

View all funds holding SM Energy