Physician Wealth Advisors’s SM Energy SM Stock Holding History

Physician Wealth Advisors’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	$4.07K	Buy	156 +74	+90%	+$2.22K	﹤0.01%	1192
2026 Q1	$2.56K	Buy	82 +56	+215%	+$1.28K	﹤0.01%	1244
2025 Q4	$487	Sell	26 -448	-95%	-$9.07K	﹤0.01%	1898
2025 Q3	$11.8K	Buy	474 +182	+62%	+$4.91K	﹤0.01%	716
2025 Q2	$7.22K	Buy	292 +35	+14%	+$847	﹤0.01%	712
2025 Q1	$7.7K	Buy	+257	New	+$9.22K	﹤0.01%	656

Other funds holding SM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

TCWA

Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Physician Wealth Advisors's SM Position: Q2 2026 in Review

Physician Wealth Advisors increased its SM Energy (SM) stake by 90% in Q2 2026, buying an estimated $2.22K and bringing the position to 156 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1192.

Physician Wealth Advisors first reported a position in SM in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.8K in Q3 2025. 160 funds tracked by Wall St. Rank hold SM as of Q2 2026.

Physician Wealth Advisors held 156 shares of SM Energy worth $4.07K as of Q2 2026.
Physician Wealth Advisors bought 74 SM Energy shares in Q2 2026, an estimated $2.22K.
SM Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1192 holding.
Physician Wealth Advisors first reported a position in SM Energy in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's SM Energy position peaked at $11.8K in Q3 2025.
160 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.