Petrus Trust Company’s SM Energy SM Stock Holding History

Petrus Trust Company’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 Q3	–	Sell
2025 Q2	$289K	Sell
2025 Q1	$919K	Buy
2024 Q4	$305K	Sell
2024 Q3	$438K	Buy
2024 Q2	$213K	Buy
2024 Q1	–	Sell
2023 Q4	$299K	Buy