SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in NFG — National Fuel Gas Co
CIK 1794153
MINNEAPOLIS, MN
Position in NFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$226,997
-$49,245 QoQ
Shares Held
2,940
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#451
of 649 holders
Holding Since
Dec 2021
11 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $2,763,050 across 5 Oil & Gas Integrated names. NFG ranks #5 (8.2% of the industry book) .
All Filings in NFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,997 | 2,940 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $276,242 | 2,940 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $235,376 | 2,940 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $271,567 | 2,940 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $249,047 | 2,940 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $240,737 | 3,040 | Shares | Sole | 2025-05-02 | |
| 2022-12-31 | $211,422 | 3,340 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $205,577 | 3,340 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $220,607 | 3,340 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $229,458 | 3,340 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $213,559 | 3,340 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||