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Livermore
Livermore
ZHEN

CWM Advisors, LLC

SEC CIK
0001670139
Latest filing
Aug 12, 2026

SM holding history

SM Energy Co in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SM overviewAll 13F holders of SMFull Q2 2026 holdings

Shares (Q2 2026)
25,983
Value
$678.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SM by CWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,983$678.2K<0.1%+892+3.6%AddedHolders
Q1 202625,091$782.3K<0.1%−4,451−15.1%ReducedHolders
Q4 202529,542$552.4K<0.1%+7,548+34.3%AddedHolders
Q3 202521,994$549.2K0.1%+2,960+15.6%AddedHolders
Q2 202519,034$470.3K0.1%+5,728+43.0%AddedHolders
Q1 202513,306$398.5K<0.1%+1,854+16.2%AddedHolders
Q4 202411,452$443.9K<0.1%+93+0.8%AddedHolders
Q3 202411,359$454.0K<0.1%+2,277+25.1%AddedHolders
Q2 20249,082$392.6K<0.1%+613+7.2%AddedHolders
Q1 20248,469$422.2K<0.1%−1,408−14.3%ReducedHolders
Q4 20239,877$382.4K<0.1%+2,174+28.2%AddedHolders
Q3 20237,703$305.4K<0.1%−2,192−22.2%ReducedHolders
Q2 20239,895$313.0K<0.1%+237+2.5%AddedHolders
Q1 20239,658$272.0K<0.1%+2,888+42.7%AddedHolders
Q4 20226,770$235.8K<0.1%+1,231+22.2%AddedHolders
Q3 20225,539$208.0K<0.1%−705−11.3%ReducedHolders
Q2 20226,244$213.0K<0.1%+259+4.3%AddedHolders
Q1 20225,985$233.0K<0.1%−2,464−29.2%ReducedHolders
Q4 20218,449$249.0K<0.1%−1,253−12.9%ReducedHolders
Q3 20219,702$256.0K<0.1%−8,514−46.7%ReducedHolders
Q2 202118,216$449.0K0.1%+552+3.1%AddedHolders
Q1 202117,664$289.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.