OC
SM icon

Oakworth Capital’s SM Energy SM Stock Holding History

Oakworth Capital’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
2025
Q4 		– Sell
-6,188
Closed -$155K – 890
2025
Q3 		$155K Sell
6,188
-220
-3% -$5.93K 0.01% 271
2025
Q2 		$158K Hold
6,408
– – 0.01% 237
2025
Q1 		$192K Hold
6,408
– – 0.01% 217
2024
Q4 		$248K Buy
+6,408
New +$271K 0.02% 186
2015
Q2 		– Sell
-4
Closed – – 537
2015
Q1 		$0 Hold
4
– – ﹤0.01% 535
2014
Q4 		$0 Hold
4
– – ﹤0.01% 546
2014
Q3 		$0 Hold
4
– – ﹤0.01% 503
2014
Q2 		$0 Hold
4
– – ﹤0.01% 505
2014
Q1 		$0 Hold
4
– – ﹤0.01% 505
2013
Q4 		$0 Buy
+4
New +$341 ﹤0.01% 490

Other funds holding SM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Oakworth Capital's SM Position: Q4 2025 in Review

Oakworth Capital sold out of SM Energy (SM) in Q4 2025, closing a stake of 6,188 shares — an estimated $155K sold.

Oakworth Capital first reported a position in SM in Q4 2013 and held it in 10 quarters. The position peaked at $248K in Q4 2024. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

  • Oakworth Capital reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
  • Oakworth Capital sold 6,188 SM Energy shares in Q4 2025, an estimated $155K.
  • Oakworth Capital first reported a position in SM Energy in Q4 2013 and held it in 10 quarters.
  • Oakworth Capital's SM Energy position peaked at $248K in Q4 2024.
  • 344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Oakworth Capital's 13F filing for Q4 2025, filed 30 Jan 2026.