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Livermore
Livermore
ZHEN

Evoke Wealth, LLC

SEC CIK
0001793432
Latest filing
Aug 10, 2026

SM holding history

SM Energy Co in every 13F filed by Evoke Wealth, 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)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of SM by Evoke Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−93,870−100.0%Sold outHolders
Q1 202693,870$2.93M0.1%−36,974−28.3%ReducedHolders
Q4 2025130,844$2.47M<0.1%−2,536−1.9%ReducedHolders
Q3 2025133,380$3.33M0.1%−22,920−14.7%ReducedHolders
Q2 2025156,300$3.86M0.1%+8,093+5.5%AddedHolders
Q1 2025148,207$4.44M0.1%−4,721−3.1%ReducedHolders
Q4 2024152,928$5.93M0.2%−5,033−3.2%ReducedHolders
Q3 2024157,961$6.31M0.2%+157,961NewHolders
Q2 20240$00.0%−162,936−100.0%Sold outHolders
Q1 2024162,936$8.12M0.2%+162,936NewHolders
Q4 20230$00.0%−182,845−100.0%Sold outHolders
Q3 2023182,845$7.25M0.3%−40,169−18.0%ReducedHolders
Q2 2023223,014$7.05M0.2%−3,529−1.6%ReducedHolders
Q1 2023226,543$6.38M0.2%00.0%UnchangedHolders
Q4 2022226,543$7.89M0.3%+65,843+41.0%AddedHolders
Q3 2022160,700$6.04M0.2%−17,481−9.8%ReducedHolders
Q2 2022178,181$6.09M0.2%−45,000−20.2%ReducedHolders
Q1 2022223,181$8.69M0.3%−4,500−2.0%ReducedHolders
Q4 2021227,681$6.71M0.2%+26,546+13.2%AddedHolders
Q3 2021201,135$5.30M0.2%00.0%UnchangedHolders
Q2 2021201,135$4.95M0.2%00.0%UnchangedHolders
Q1 2021201,135$3.29M0.1%––Holders

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