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SM Energy shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in SM Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SM Energy by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $33k 1.1k 31.18

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Msci Intl Vlu Ft (IVLU)
American Centy Etf Tr Avantis Shfxdinc (AVSF)

View all positions for Valued Wealth Advisors

Top funds holding SM Energy

BlackRock
Vanguard Portfolio Management
Canada Pension Plan Investment Board
Vanguard Group
Aristeia Capital
Vanguard Capital Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Millennium Management
American Century Companies
Morgan Stanley
Nomura Asset Management International
Mackenzie Financial
Goldman Sachs Group

View all funds holding SM Energy