Position in NFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$188,315
-$42,356 QoQ
Shares Held
2,439
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#482
of 649 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $32,261,680 across 10 Oil & Gas Integrated names. NFG ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
127,125 | $17,380,530 | |
| 2 | CVX |
Chevron Corp
|
82,794 | $13,723,933 | |
| 3 | BP |
Bp PLC
|
11,765 | $434,716 | |
| 4 | SHEL |
Shell plc
|
4,929 | $382,194 | |
| 5 | NFG |
National Fuel Gas Co
This page
|
2,439 | $188,315 | |
| 6 | CVE |
Cenovus Energy Inc.
|
3,624 | $89,911 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 | |
| 8 | SU |
Suncor Energy Inc
|
289 | $15,513 |
All Filings in NFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,315 | 2,439 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $230,671 | 2,455 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $199,829 | 2,496 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $226,953 | 2,457 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $575,096 | 6,789 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $864,517 | 10,917 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $358,376 | 5,906 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $340,991 | 5,626 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,996 | 572 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $30,727 | 572 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $22,425 | 447 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $23,203 | 447 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $22,957 | 447 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $54,679 | 947 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $59,945 | 947 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $58,287 | 947 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $115,389 | 1,747 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $161,238 | 2,347 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $150,067 | 2,347 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $123,264 | 2,347 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $123,153 | 2,357 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $123,025 | 2,461 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $105,745 | 2,571 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $107,441 | 2,647 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $115,181 | 2,747 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $102,435 | 2,747 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||