VWA
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Valued Wealth Advisors’s SM Energy SM Stock Holding History

Valued 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 		$43.1K Buy
1,653
+594
+56% +$17.8K 0.02% 118
2026
Q1 		$33K Buy
+1,059
New +$24.2K 0.01% 134

Other funds holding SM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Valued Wealth Advisors increased its SM Energy (SM) stake by 56% in Q2 2026, buying an estimated $17.8K and bringing the position to 1,653 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #118.

Valued Wealth Advisors first reported a position in SM in Q1 2026 and has held it in 2 quarters since. 498 funds tracked by Wall St. Rank hold SM as of Q2 2026.

  • Valued Wealth Advisors held 1,653 shares of SM Energy worth $43.1K as of Q2 2026.
  • Valued Wealth Advisors bought 594 SM Energy shares in Q2 2026, an estimated $17.8K.
  • SM Energy made up 0.02% of Valued Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Valued Wealth Advisors first reported a position in SM Energy in Q1 2026 and has held it in 2 quarters since.
  • 498 funds tracked by Wall St. Rank held SM Energy as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.