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Cypress Capital Management (Wyoming)’s SM Energy SM Stock Holding History

Cypress Capital Management (Wyoming)’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
2022
Q2 		– Sell
-10
Closed -$3K – 191
2022
Q1 		$3K Buy
+10
New +$360 ﹤0.01% 163

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American Century Companies
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WHG
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

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.