Position in NFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$619,610
-$62,257 QoQ
Shares Held
8,025
+10.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#307
of 649 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. NFG ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in NFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $619,610 | 8,025 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $681,867 | 7,257 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $600,209 | 7,497 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $686,401 | 7,431 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $371,707 | 4,388 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $320,165 | 4,043 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $246,724 | 4,066 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $264,441 | 4,363 | Shares | Sole | 2024-10-21 | |
| No filing history on record for this holder in this stock. | ||||||