Position in NFG
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$18,792
+$7,244 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
14 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, 2026MBM WEALTH CONSULTANTS, LLC holds $834,538 across 1 Oil & Gas Integrated name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
6,104 | $834,538 |
All Filings in NFG
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,792 | 200 | Shares | Sole | 2026-04-20 | |
| 2023-03-31 | $11,548 | 200 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $12,660 | 200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $12,310 | 200 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $13,210 | 200 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,740 | 200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $12,788 | 200 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $10,504 | 200 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,450 | 200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,998 | 200 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $8,226 | 200 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $8,118 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $8,386 | 200 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,458 | 200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||