Position in NFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$623,624
-$683,829 QoQ
Shares Held
8,077
-42.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#306
of 649 holders
Holding Since
Jun 2022
17 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, 2026Lido Advisors, LLC holds $151,164,906 across 9 Oil & Gas Integrated names. NFG ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
721,408 | $98,630,899 | |
| 2 | CVX |
Chevron Corp
|
242,427 | $40,184,698 | |
| 3 | BP |
Bp PLC
|
143,094 | $5,287,323 | |
| 4 | SHEL |
Shell plc
|
44,421 | $3,444,403 | |
| 5 | SU |
Suncor Energy Inc
|
25,814 | $1,385,694 | |
| 6 | TTE |
TotalEnergies SE
|
11,597 | $901,782 | |
| 7 | NFG |
National Fuel Gas Co
This page
|
8,077 | $623,624 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,399 | $492,775 |
All Filings in NFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $623,624 | 8,077 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,307,453 | 13,915 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $1,182,325 | 14,768 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,187,231 | 12,853 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,143,330 | 13,497 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,741,862 | 21,996 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,359,353 | 22,402 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,390,331 | 22,939 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $413,578 | 7,632 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $659,359 | 12,274 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $572,689 | 11,415 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,313,634 | 25,306 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,125,841 | 41,391 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,397,824 | 76,166 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,458,382 | 38,837 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,729,185 | 28,094 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,035,135 | 15,672 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||