OLA
SM icon

Oliver Luxxe Assets’s SM Energy SM Stock Holding History

Oliver Luxxe Assets’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 		$1.78M Sell
68,050
-30,116
-31% -$905K 0.26% 115
2026
Q1 		$3.06M Buy
+98,166
New +$2.24M 0.46% 82

Other funds holding SM

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Oliver Luxxe Assets's SM Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its SM Energy (SM) stake by 31% in Q2 2026, selling an estimated $905K and leaving 68,050 shares worth $1.78M. The position accounts for 0.26% of the portfolio, ranked #115.

Oliver Luxxe Assets first reported a position in SM in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.06M in Q1 2026. 52 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Oliver Luxxe Assets held 68,050 shares of SM Energy worth $1.78M as of Q2 2026.
  • Oliver Luxxe Assets sold 30,116 SM Energy shares in Q2 2026, an estimated $905K.
  • SM Energy made up 0.26% of Oliver Luxxe Assets's portfolio in Q2 2026, its #115 holding.
  • Oliver Luxxe Assets first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • Oliver Luxxe Assets's SM Energy position peaked at $3.06M in Q1 2026.
  • 52 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.