CFM Wealth Partners’s SM Energy SM Stock Holding History

CFM Wealth Partners’s Portfolio SM Stock Details SM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-6,277	Closed	-$243K	–	143
2024 Q4	$243K	Hold	6,277	–	–	0.04%	126
2024 Q3	$251K	Sell	6,277 -1,932	-24%	-$83.8K	0.04%	130
2024 Q2	$355K	Hold	8,209	–	–	0.07%	119
2024 Q1	$409K	Hold	8,209	–	–	0.08%	115
2023 Q4	$318K	Hold	8,209	–	–	0.07%	133
2023 Q3	$325K	Hold	8,209	–	–	0.09%	119
2023 Q2	$260K	Hold	8,209	–	–	0.06%	144
2023 Q1	$231K	Sell	8,209 -2,000	-20%	-$61K	0.06%	142
2022 Q4	$356K	Hold	10,209	–	–	0.11%	124
2022 Q3	$384K	Hold	10,209	–	–	0.12%	118
2022 Q2	$349K	Sell	10,209 -996	-9%	-$40.5K	0.1%	128
2022 Q1	$436K	Sell	11,205 -7,000	-38%	-$252K	0.1%	123
2021 Q4	$576K	Hold	18,205	–	–	0.13%	109
2021 Q3	$480K	Hold	18,205	–	–	0.12%	113
2021 Q2	$448K	Hold	18,205	–	–	0.12%	107
2021 Q1	$298K	Hold	18,205	–	–	0.09%	127
2020 Q4	$111K	Hold	18,205	–	–	0.04%	163
2020 Q3	$29K	Hold	18,205	–	–	0.01%	149
2020 Q2	$68K	Hold	18,205	–	–	0.03%	244
2020 Q1	$22K	Hold	18,205	–	–	0.01%	363
2019 Q4	$207K	Buy	+18,205	New	+$164K	0.08%	143

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CFM Wealth Partners's SM Position: Q1 2025 in Review

CFM Wealth Partners sold out of SM Energy (SM) in Q1 2025, closing a stake of 6,277 shares — an estimated $243K sold.

CFM Wealth Partners first reported a position in SM in Q4 2019 and held it in 21 quarters. The position peaked at $576K in Q4 2021. 404 funds tracked by Wall St. Rank hold SM as of Q1 2025.

CFM Wealth Partners reported no remaining SM Energy position as of Q1 2025 after selling out during the quarter.
CFM Wealth Partners sold 6,277 SM Energy shares in Q1 2025, an estimated $243K.
CFM Wealth Partners first reported a position in SM Energy in Q4 2019 and held it in 21 quarters.
CFM Wealth Partners's SM Energy position peaked at $576K in Q4 2021.
404 funds tracked by Wall St. Rank held SM Energy as of Q1 2025.

Based on CFM Wealth Partners's 13F filing for Q1 2025, filed 25 Apr 2025.