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SM Energy shares owned by Tanglewood Legacy Advisors

Quarter-by-quarter ownership of SM Energy (SM) shares owned by Tanglewood Legacy Advisors from 13F filings

Historical chart of Tanglewood Legacy Advisors investment in SM Energy

Tip: Access up to 7 years of quarterly data

All positions including SM Energy held by Tanglewood Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SM Energy by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.7M 74k 49.85
2023-12-31 $2.9M 74k 38.72
2023-09-30 $2.9M 74k 39.65
2023-06-30 $3.7M 118k 31.63
2023-03-31 $3.3M 118k 28.16
2022-12-31 $4.1M 118k 34.83

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
First Trust MF Closed and MF Open (DAPR)
SPDR S&P MF Closed and MF Open (SPY)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
First Trust MF Closed and MF Open (DNOV)
Apple Common Stock (AAPL)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding SM Energy

BlackRock
Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
Pacer Advisors
T. Rowe Price Investment Management
Frontier Capital Management
Geode Capital Management
American Century Companies
Arrowstreet Capital, Limited Partnership
River Road Asset Management
Citadel Advisors
Goldman Sachs Group
Northern Trust
Morgan Stanley

View all funds holding SM Energy