Position in NFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,722,445
-$705,892 QoQ
Shares Held
60,903
-24.1% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026CWM, LLC holds $283,688,437 across 14 Oil & Gas Integrated names. NFG ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,030,824 | $174,889,599 | |
| 2 | CVX |
Chevron Corp
|
398,906 | $82,533,651 | |
| 3 | TTE |
TotalEnergies SE
|
93,024 | $8,463,323 | |
| 4 | NFG |
National Fuel Gas Co
This page
|
60,903 | $5,722,445 | |
| 5 | SHEL |
Shell plc
|
61,089 | $5,681,277 | |
| 6 | BP |
Bp PLC
|
94,743 | $4,452,921 | |
| 7 | SU |
Suncor Energy Inc
|
9,173 | $606,427 | |
| 8 | E |
Eni Spa
|
6,806 | $385,287 |
All Filings in NFG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,722,445 | 60,903 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,428,337 | 80,294 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $10,537,200 | 114,076 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,645,074 | 66,640 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,367,577 | 67,781 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,108,278 | 67,704 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,279,005 | 70,599 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $4,090,965 | 75,493 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,939,502 | 73,334 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $4,220,250 | 84,119 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,598,603 | 88,588 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $4,650,648 | 90,550 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,212,247 | 90,271 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $5,491,085 | 86,747 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,250,645 | 85,307 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $5,467,156 | 82,773 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $5,315,868 | 77,378 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $4,923,571 | 77,003 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $3,927,162 | 75,161 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $3,757,298 | 75,161 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $3,091,371 | 75,161 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $3,050,784 | 75,161 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $3,151,500 | 75,161 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $2,802,753 | 75,161 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||