Westfuller Advisors’s SM Energy SM Stock Holding History

Westfuller 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
2025 Q4	–	Sell	-25	Closed	-$627	–	811
2025 Q3	$627	Buy	+25	New	+$674	﹤0.01%	729

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

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

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Westfuller Advisors's SM Position: Q4 2025 in Review

Westfuller Advisors sold out of SM Energy (SM) in Q4 2025, closing a stake of 25 shares — an estimated $627 sold.

Westfuller Advisors first reported a position in SM in Q3 2025 and held it in 1 quarter. The position peaked at $627 in Q3 2025. 344 funds tracked by Wall St. Rank hold SM as of Q4 2025.

Westfuller Advisors reported no remaining SM Energy position as of Q4 2025 after selling out during the quarter.
Westfuller Advisors sold 25 SM Energy shares in Q4 2025, an estimated $627.
Westfuller Advisors first reported a position in SM Energy in Q3 2025 and held it in 1 quarter.
Westfuller Advisors's SM Energy position peaked at $627 in Q3 2025.
344 funds tracked by Wall St. Rank held SM Energy as of Q4 2025.

Based on Westfuller Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.