ECM
SM icon

Everence Capital Management’s SM Energy SM Stock Holding History

Everence Capital Management’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 		$301K Buy
+9,665
New +$221K 0.02% 571
2025
Q4 		– Sell
-8,290
Closed -$207K – 832
2025
Q3 		$207K Hold
8,290
– – 0.01% 762
2025
Q2 		$205K Buy
+8,290
New +$201K 0.01% 749
2025
Q1 		– Sell
-5,650
Closed -$219K – 837
2024
Q4 		$219K Sell
5,650
-25,960
-82% -$1.1M 0.01% 741
2024
Q3 		$1.26M Buy
31,610
+8,640
+38% +$375K 0.08% 190
2024
Q2 		$1.11K Hold
22,970
– – 0.08% 204
2024
Q1 		$1.15K Hold
22,970
– – 0.08% 211
2023
Q4 		$889K Hold
22,970
– – 0.06% 253
2023
Q3 		$911 Buy
+22,970
New +$871K 0.07% 235

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