| Oil & Gas Production: in 2021 |
66 mmboe |
| Short-Term Expansion: (Next 1–7 Years) |
528 mmboe |
| Capital spent on Exploration: (3-Year-Average) |
$ 109 M |
Listed on the Global Oil & Gas Exit List 2022
399 results Total investment of current selection: $ 5,419 M
| # | Name | Name | Name | Type | Country of HQ | Country of HQ | Country of HQ | Shares | Bonds | Total | Shares | Bonds | Total | Shares $M | Bonds $M | Total $M | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 1 | BlackRock | SM Energy Company | BlackRock | investment | United States | United States | North America | North America | $ 763 M | $ 175 M | $ 938 M | $ 763 M | $ 175 M | $ 938 M | ||||||
| 2 | 1 | Vanguard | SM Energy Company | Vanguard | investment | United States | United States | North America | North America | $ 568 M | $ 568 M | $ 568 M | $ 568 M | ||||||||
| 3 | 1 | State Street | SM Energy Company | State Street | investment | United States | United States | North America | North America | $ 222 M | $ 10 M | $ 233 M | $ 222 M | $ 10 M | $ 233 M | ||||||
| 4 | 1 | Affiliated Managers Group | SM Energy Company | Affiliated Managers Group | investment | United States | United States | North America | North America | $ 187 M | $ 187 M | $ 187 M | $ 187 M | ||||||||
| 5 | 1 | JPMorgan Chase | SM Energy Company | JPMorgan Chase | investment | United States | United States | North America | North America | $ 95 M | $ 72 M | $ 167 M | $ 95 M | $ 72 M | $ 167 M | ||||||
| 6 | 1 | Dimensional Fund Advisors | SM Energy Company | Dimensional Fund Advisors | investment | United States | United States | North America | North America | $ 160 M | $ 160 M | $ 160 M | $ 160 M | ||||||||
| 7 | 1 | Lord, Abbett & Co | SM Energy Company | Lord, Abbett & Co | investment | United States | United States | North America | North America | $ 150 M | $ 150 M | $ 150 M | $ 150 M | ||||||||
| 8 | 1 | Allianz | SM Energy Company | Allianz | investment | Germany | United States | Europe (EU) | North America | $ 5 M | $ 139 M | $ 144 M | $ 5 M | $ 139 M | $ 144 M | ||||||
| 9 | 1 | Invesco | SM Energy Company | Invesco | investment | United States | United States | North America | North America | $ 121 M | $ 19 M | $ 140 M | $ 121 M | $ 19 M | $ 140 M | ||||||
| 10 | 1 | Wellington Management | SM Energy Company | Wellington Management | investment | United States | United States | North America | North America | $ 83 M | $ 30 M | $ 113 M | $ 83 M | $ 30 M | $ 113 M | ||||||
| 11 | 1 | Geode Capital Holdings | SM Energy Company | Geode Capital Holdings | investment | United States | United States | North America | North America | $ 81 M | $ <1 M | $ 81 M | $ 81 M | $ <1 M | $ 81 M | ||||||
| 12 | 1 | Goldman Sachs | SM Energy Company | Goldman Sachs | investment | United States | United States | North America | North America | $ 76 M | $ 4 M | $ 80 M | $ 76 M | $ 4 M | $ 80 M | ||||||
| 13 | 1 | Fidelity Investments | SM Energy Company | Fidelity Investments | investment | United States | United States | North America | North America | $ 21 M | $ 59 M | $ 80 M | $ 21 M | $ 59 M | $ 80 M | ||||||
| 14 | 1 | KKR Group | SM Energy Company | KKR Group | investment | United States | United States | North America | North America | $ 80 M | $ 80 M | $ 80 M | $ 80 M | ||||||||
| 15 | 1 | T. Rowe Price | SM Energy Company | T. Rowe Price | investment | United States | United States | North America | North America | $ 74 M | $ 3 M | $ 77 M | $ 74 M | $ 3 M | $ 77 M | ||||||
| 16 | 1 | Northern Trust | SM Energy Company | Northern Trust | investment | United States | United States | North America | North America | $ 56 M | $ 17 M | $ 72 M | $ 56 M | $ 17 M | $ 72 M | ||||||
| 17 | 1 | Aventail Capital Group | SM Energy Company | Aventail Capital Group | investment | United States | United States | North America | North America | $ 69 M | $ 69 M | $ 69 M | $ 69 M | ||||||||
| 18 | 1 | First Trust Advisors | SM Energy Company | First Trust Advisors | investment | United States | United States | North America | North America | $ 62 M | $ 62 M | $ 62 M | $ 62 M | ||||||||
| 19 | 1 | Renaissance Technologies | SM Energy Company | Renaissance Technologies | investment | United States | United States | North America | North America | $ 57 M | $ 57 M | $ 57 M | $ 57 M | ||||||||
| 20 | 1 | Bank of New York Mellon | SM Energy Company | Bank of New York Mellon | investment | United States | United States | North America | North America | $ 53 M | $ 4 M | $ 57 M | $ 53 M | $ 4 M | $ 57 M | ||||||
| 21 | 1 | American Century Investments | SM Energy Company | American Century Investments | investment | United States | United States | North America | North America | $ 56 M | $ <1 M | $ 57 M | $ 56 M | $ <1 M | $ 57 M | ||||||
| 22 | 1 | Ostara | SM Energy Company | Ostara | investment | United States | United States | North America | North America | $ 55 M | $ 55 M | $ 55 M | $ 55 M | ||||||||
| 23 | 1 | Charles Schwab | SM Energy Company | Charles Schwab | investment | United States | United States | North America | North America | $ 52 M | $ 52 M | $ 52 M | $ 52 M | ||||||||
| 24 | 1 | Assenagon | SM Energy Company | Assenagon | investment | Luxembourg | United States | Europe (EU) | North America | $ 50 M | $ 50 M | $ 50 M | $ 50 M | ||||||||
| 25 | 1 | D.E. Shaw & Co. | SM Energy Company | D.E. Shaw & Co. | investment | United States | United States | North America | North America | $ 46 M | $ 46 M | $ 46 M | $ 46 M |
Remarks
Financial data is drawn from the commercial databases Refinitiv and EMAXX. For a selection of pension funds, data was collected from the pension funds' disclosure. The data was retrieved in January 2023, but filings can be older than that and might have changed since. This might especially be the case if an investor introduced a fossil fuel policy in the meantime. We acknowledge that shares and bonds of some Russian companies can't be traded on all markets anymore and were written off some investors’ portfolios.
This report is meant for information purposes only and not as a source of any specific investment recommendation. Nothing herein shall constitute or be construed as a recommendation, endorsement, or sponsorship of any company or fund. You should determine on your own whether you agree with the content of this information and data provided.
Since publications, various corrections to the data were made. The most recent update was made on 8 August 2023.
For any questions or requests for further information, please get in touch with us: financeresearch@urgewald.org