Avantax Planning Partners, Inc.

Position in NFG — National Fuel Gas Co

CIK 1005441 DUBUQUE, IA

Position in NFG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$299,652

-$90,188 QoQ

Shares Held

3,881

-6.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#400

of 649 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $24,617,156 across 5 Oil & Gas Integrated names. NFG ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	100,232	$13,703,719
2	CVX	Chevron Corp	61,279	$10,157,607
3	NFG	National Fuel Gas Co This page	3,881	$299,652
4	TTE	TotalEnergies SE	3,081	$239,578
5	BP	Bp PLC	5,862	$216,600

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$299,652	3,881	-6.5%	Shares	Sole	2026-07-28
2026-03-31	$389,840	4,149	-3.4%	Shares	Sole	2026-05-04
2025-12-31	$344,017	4,297	0.0%	Shares	Sole	2026-02-05
2025-09-30	$396,913	4,297	-0.8%	Shares	Sole	2025-10-31
2025-06-30	$366,879	4,331	-8.2%	Shares	Sole	2025-08-11
2025-03-31	$373,618	4,718	-7.3%	Shares	Sole	2025-04-29
2024-12-31	$308,739	5,088	0.0%	Shares	Sole	2025-02-07
2024-09-30	$308,383	5,088	+21.3%	Shares	Sole	2024-11-14
2024-06-30	$227,381	4,196	-4.3%	Shares	Sole	2024-08-09
2024-03-31	$235,562	4,385	—	Shares	Sole	2024-05-03
No filing history on record for this holder in this stock.