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Crewe Advisors LLC

SEC CIK
0001730033
Latest filing
Jul 23, 2026

SM holding history

SM Energy Co in every 13F filed by Crewe 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)
1
Value
$28
% of portfolio
<0.1%
Quarters held
6
Since Q1 2024
Holdings of SM by Crewe Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261$28<0.1%00.0%UnchangedHolders
Q1 20261$33<0.1%−216−99.5%ReducedHolders
Q4 2025217$4.06K<0.1%00.0%UnchangedHolders
Q3 2025217$5.42K<0.1%+217NewHolders
Q3 20240$00.0%−302−100.0%Sold outHolders
Q2 2024302$13.1K<0.1%+223+282.3%AddedHolders
Q1 202479$3.94K<0.1%+79NewHolders