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Chilton Capital Management’s SM Energy SM Stock Holding History

Chilton Capital Management’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
2026
Q2 		$3.24K Hold
124
– – ﹤0.01% 521
2026
Q1 		$3.87K Buy
+124
New +$2.83K ﹤0.01% 561
2019
Q1 		– Sell
-11,536
Closed -$179K – 198
2018
Q4 		$179K Sell
11,536
-8,900
-44% -$206K 0.02% 182
2018
Q3 		$644K Hold
20,436
– – 0.05% 156
2018
Q2 		$525K Buy
20,436
+2,121
+12% +$49.6K 0.05% 168
2018
Q1 		$330K Buy
+18,315
New +$396K 0.03% 176

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chilton Capital Management's SM Position: Q2 2026 in Review

Chilton Capital Management held its SM Energy (SM) position steady in Q2 2026 at 124 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #521.

Chilton Capital Management first reported a position in SM in Q1 2018 and has held it in 6 quarters since. The position peaked at $644K in Q3 2018. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Chilton Capital Management held 124 shares of SM Energy worth $3.24K as of Q2 2026.
  • Chilton Capital Management left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #521 holding.
  • Chilton Capital Management first reported a position in SM Energy in Q1 2018 and has held it in 6 quarters since.
  • Chilton Capital Management's SM Energy position peaked at $644K in Q3 2018.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.