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INVESTMENT ADVISORY SERVICES INC /TX /ADV → SM
INVESTMENT ADVISORY SERVICES INC /TX /ADV SM Position History
SM Energy Company • Energy
Quarters held
3
Latest value
$521K
Q3 2026
Peak value
$521K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $481K |
| Q2 2026 | $402K |
| Q3 2026 | $521K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $521K | 15.4K | — | — |
| Q2 2026 | $402K | 15.4K | — | — |
| Q1 2026 | $481K | 15.4K | — | — |
Other funds holding SM
$562.9M
$532.2M
$448.3M
$389.6M
$359.2M
$322.4M
$311.7M