CFO
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CVA Family Office’s SM Energy SM Stock Holding History

CVA Family Office’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 		$5.32K Buy
204
+81
+66% +$2.43K ﹤0.01% 1254
2026
Q1 		$3.83K Buy
+123
New +$2.81K ﹤0.01% 1328
2025
Q4 		– Sell
-78
Closed -$1.95K – 1359
2025
Q3 		$1.95K Hold
78
– – ﹤0.01% 1009
2025
Q2 		$1.93K Buy
+78
New +$1.89K ﹤0.01% 999
2025
Q1 		– Sell
-71
Closed -$2.75K – 1462
2024
Q4 		$2.75K Buy
71
+45
+173% +$1.9K ﹤0.01% 948
2024
Q3 		$1.04K Sell
26
-2
-7% -$87 ﹤0.01% 1072
2024
Q2 		$1.21K Buy
+28
New +$1.38K ﹤0.01% 1044

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 $3.38T AUM 44.17% 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

CVA Family Office's SM Position: Q2 2026 in Review

CVA Family Office increased its SM Energy (SM) stake by 66% in Q2 2026, buying an estimated $2.43K and bringing the position to 204 shares worth $5.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

CVA Family Office first reported a position in SM in Q2 2024 and has held it in 7 quarters since. 499 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • CVA Family Office held 204 shares of SM Energy worth $5.32K as of Q2 2026.
  • CVA Family Office bought 81 SM Energy shares in Q2 2026, an estimated $2.43K.
  • SM Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1254 holding.
  • CVA Family Office first reported a position in SM Energy in Q2 2024 and has held it in 7 quarters since.
  • 499 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.