Corient Private Wealth
SM icon

Corient Private Wealth’s SM Energy SM Stock Holding History

Corient Private Wealth’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
Q1 		$3.2M Buy
106,345
+73,549
+224% +$1.68M ﹤0.01% 1022
2025
Q4 		$613K Buy
32,796
+13,542
+70% +$274K ﹤0.01% 2194
2025
Q3 		$481K Sell
19,254
-1,912
-9% -$51.6K ﹤0.01% 1811
2025
Q2 		$523K Buy
21,166
+6,262
+42% +$152K ﹤0.01% 1680
2025
Q1 		$446K Sell
14,904
-7,207
-33% -$258K ﹤0.01% 1648
2024
Q4 		$857K Sell
22,111
-3,403
-13% -$144K ﹤0.01% 1372
2024
Q3 		$1.02M Sell
25,514
-5,305
-17% -$230K ﹤0.01% 1395
2024
Q2 		$1.33M Sell
30,819
-23,300
-43% -$1.14M ﹤0.01% 1210
2024
Q1 		$2.7M Sell
54,119
-3,175
-6% -$130K ﹤0.01% 900
2023
Q4 		$2.22M Sell
57,294
-16,019
-22% -$618K ﹤0.01% 955
2023
Q3 		$2.91M Buy
73,313
+22
+0% +$834 0.01% 785
2023
Q2 		$2.32M Buy
73,291
+245
+0.3% +$6.92K 0.01% 853
2023
Q1 		$2.06M Buy
73,046
+8,409
+13% +$257K 0.01% 836
2022
Q4 		$2.25M Buy
+64,637
New +$2.69M 0.01% 673

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VPM
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State Street
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AC
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VCM
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Dimensional Fund Advisors
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American Century Companies
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DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return