United Services Automobile Association’s SM Energy SM Stock Holding History

United Services Automobile Association’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 Q2	–	Sell	-7,542	Closed	-$222K	–	869
2025 Q1	$222K	Buy	+7,542	New	+$271K	0.01%	969
2023 Q1	–	Sell	-13,382	Closed	-$465K	–	508
2022 Q4	$465K	Hold	13,382	–	–	0.01%	451
2022 Q3	$503K	Buy	13,382 +388	+3%	+$15.3K	0.01%	420
2022 Q2	$444K	Buy	+12,994	New	+$528K	0.01%	452
2019 Q3	–	Sell	-15,834	Closed	-$198K	–	1528
2019 Q2	$198K	Hold	15,834	–	–	﹤0.01%	2063
2019 Q1	$277K	Hold	15,834	–	–	﹤0.01%	1932
2018 Q4	$245K	Hold	15,834	–	–	﹤0.01%	1920
2018 Q3	$499K	Sell	15,834 -1,062	-6%	-$30.5K	﹤0.01%	1685
2018 Q2	$434K	Hold	16,896	–	–	﹤0.01%	1752
2018 Q1	$305K	Buy	+16,896	New	+$365K	﹤0.01%	1899
2016 Q1	–	Sell	-282,000	Closed	-$5.54M	–	1345
2015 Q4	$5.54M	Buy	+282,000	New	+$8.6M	0.02%	657
2014 Q4	–	Sell	-4,200	Closed	-$328K	–	1264
2014 Q3	$328K	Buy	+4,200	New	+$343K	﹤0.01%	1178
2014 Q1	–	Sell	-8,900	Closed	-$740K	–	1253
2013 Q4	$740K	Buy	8,900 +5,600	+170%	+$478K	﹤0.01%	1117
2013 Q3	$255K	Buy	+3,300	New	+$228K	﹤0.01%	1197

Other funds holding SM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

United Services Automobile Association's SM Position: Q2 2025 in Review

United Services Automobile Association sold out of SM Energy (SM) in Q2 2025, closing a stake of 7,542 shares — an estimated $222K sold.

United Services Automobile Association first reported a position in SM in Q3 2013 and held it in 14 quarters. The position peaked at $5.54M in Q4 2015. 372 funds tracked by Wall St. Rank hold SM as of Q2 2025.

United Services Automobile Association reported no remaining SM Energy position as of Q2 2025 after selling out during the quarter.
United Services Automobile Association sold 7,542 SM Energy shares in Q2 2025, an estimated $222K.
United Services Automobile Association first reported a position in SM Energy in Q3 2013 and held it in 14 quarters.
United Services Automobile Association's SM Energy position peaked at $5.54M in Q4 2015.
372 funds tracked by Wall St. Rank held SM Energy as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.