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Crewe Advisors’s SM Energy SM Stock Holding History

Crewe Advisors’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 		$28 Hold
1
– – ﹤0.01% 1128
2026
Q1 		$33 Sell
1
-216
-100% -$4.93K ﹤0.01% 1029
2025
Q4 		$4.06K Hold
217
– – ﹤0.01% 757
2025
Q3 		$5.42K Buy
+217
New +$5.85K ﹤0.01% 722
2024
Q3 		– Sell
-302
Closed -$13.1K – 959
2024
Q2 		$13.1K Buy
302
+223
+282% +$11K ﹤0.01% 636
2024
Q1 		$3.94K Buy
+79
New +$3.23K ﹤0.01% 776

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

Crewe Advisors's SM Position: Q2 2026 in Review

Crewe Advisors held its SM Energy (SM) position steady in Q2 2026 at 1 share worth $28. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Crewe Advisors first reported a position in SM in Q1 2024 and has held it in 6 quarters since. The position peaked at $13.1K in Q2 2024. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Crewe Advisors held 1 share of SM Energy worth $28 as of Q2 2026.
  • Crewe Advisors left its SM Energy share count unchanged in Q2 2026.
  • SM Energy made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1128 holding.
  • Crewe Advisors first reported a position in SM Energy in Q1 2024 and has held it in 6 quarters since.
  • Crewe Advisors's SM Energy position peaked at $13.1K in Q2 2024.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.