Cypress Capital Management (Wyoming)’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-310
| Closed | -$7.66K | – | 189 |
|
|
2025
Q2 | $7.66K | Hold |
310
| – | – | 0.01% | 126 |
|
|
2025
Q1 | $9.29K | Hold |
310
| – | – | 0.01% | 117 |
|
|
2024
Q4 | $12K | Hold |
310
| – | – | 0.01% | 105 |
|
|
2024
Q3 | $12.4K | Hold |
310
| – | – | 0.01% | 110 |
|
|
2024
Q2 | $13.4K | Hold |
310
| – | – | 0.01% | 109 |
|
|
2024
Q1 | $15.5K | Hold |
310
| – | – | 0.02% | 103 |
|
|
2023
Q4 | $12K | Hold |
310
| – | – | 0.01% | 108 |
|
|
2023
Q3 | $12.3K | Hold |
310
| – | – | 0.01% | 101 |
|
|
2023
Q2 | $9.8K | Hold |
310
| – | – | 0.01% | 106 |
|
|
2023
Q1 | $8.73K | Hold |
310
| – | – | 0.01% | 109 |
|
|
2022
Q4 | $10.8K | Hold |
310
| – | – | 0.01% | 107 |
|
|
2022
Q3 | $12K | Hold |
310
| – | – | 0.02% | 104 |
|
|
2022
Q2 | $11K | Hold |
310
| – | – | 0.01% | 111 |
|
|
2022
Q1 | $12K | Buy |
+310
| New | +$11.2K | 0.01% | 122 |
|
|
2021
Q4 | – | Sell |
-84,208
| Closed | -$2.22M | – | 303 |
|
|
2021
Q3 | $2.22M | Buy |
+84,208
| New | +$1.7M | 1.84% | 19 |
|
|
2019
Q3 | – | Sell |
-12,650
| Closed | -$158K | – | 249 |
|
|
2019
Q2 | $158K | Sell |
12,650
-5,400
| -30% | -$78.4K | 0.19% | 71 |
|
|
2019
Q1 | $316K | Hold |
18,050
| – | – | 0.42% | 46 |
|
|
2018
Q4 | $279K | Buy |
18,050
+13,050
| +261% | +$302K | 0.54% | 44 |
|
|
2018
Q3 | $158K | Sell |
5,000
-35,085
| -88% | -$1.01M | 0.16% | 98 |
|
|
2018
Q2 | $1.03M | Buy |
40,085
+34,785
| +656% | +$813K | 1.08% | 27 |
|
|
2018
Q1 | $96K | Sell |
5,300
-17,960
| -77% | -$388K | 0.11% | 110 |
|
|
2017
Q4 | $514K | Buy |
23,260
+12,260
| +111% | +$247K | 0.58% | 48 |
|
|
2017
Q3 | $195K | Buy |
11,000
+1,000
| +10% | +$15.6K | 0.23% | 80 |
|
|
2017
Q2 | $165K | Sell |
10,000
-25,190
| -72% | -$500K | 0.19% | 74 |
|
|
2017
Q1 | $845K | Buy |
35,190
+23,190
| +193% | +$642K | 1.05% | 19 |
|
|
2016
Q4 | $418K | Hold |
12,000
| – | – | 0.44% | 38 |
|
|
2016
Q3 | $463K | Sell |
12,000
-16,300
| -58% | -$522K | 0.59% | 29 |
|
|
2016
Q2 | $764K | Buy |
28,300
+8,300
| +42% | +$233K | 1% | 23 |
|
|
2016
Q1 | $375K | Hold |
20,000
| – | – | 0.51% | 38 |
|
|
2015
Q4 | $393K | Hold |
20,000
| – | – | 0.49% | 39 |
|
|
2015
Q3 | $641K | Hold |
20,000
| – | – | 0.82% | 28 |
|
|
2015
Q2 | $922K | Sell |
20,000
-2,000
| -9% | -$106K | 1.04% | 26 |
|
|
2015
Q1 | $1.14M | Sell |
22,000
-11,000
| -33% | -$477K | 1.39% | 22 |
|
|
2014
Q4 | $1.27M | Buy |
+33,000
| New | +$1.65M | 1.65% | 17 |
|
Other funds holding SM
WHG
WP
Cypress Capital Management (Wyoming)'s SM Position: Q3 2025 in Review
Cypress Capital Management (Wyoming) sold out of SM Energy (SM) in Q3 2025, closing a stake of 310 shares — an estimated $7.66K sold.
Cypress Capital Management (Wyoming) first reported a position in SM in Q4 2014 and held it in 34 quarters. The position peaked at $2.22M in Q3 2021. 383 funds tracked by Wall St. Rank hold SM as of Q3 2025.
- Cypress Capital Management (Wyoming) reported no remaining SM Energy position as of Q3 2025 after selling out during the quarter.
- Cypress Capital Management (Wyoming) sold 310 SM Energy shares in Q3 2025, an estimated $7.66K.
- Cypress Capital Management (Wyoming) first reported a position in SM Energy in Q4 2014 and held it in 34 quarters.
- Cypress Capital Management (Wyoming)'s SM Energy position peaked at $2.22M in Q3 2021.
- 383 funds tracked by Wall St. Rank held SM Energy as of Q3 2025.
Based on Cypress Capital Management (Wyoming)'s 13F filing for Q3 2025, filed 3 Nov 2025.