Position in NFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$633,662
-$148,461 QoQ
Shares Held
8,207
-1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#304
of 649 holders
Holding Since
Jun 2023
13 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, 2026Phoenix Wealth Advisors holds $1,398,557 across 3 Oil & Gas Integrated names. NFG ranks #1 (45.3% of the industry book) .
All Filings in NFG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,662 | 8,207 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $782,123 | 8,324 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $686,194 | 8,571 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $804,450 | 8,709 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $744,855 | 8,793 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $696,555 | 8,796 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $531,860 | 8,765 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $541,610 | 8,936 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $479,147 | 8,842 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $472,198 | 8,790 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $446,111 | 8,892 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $461,479 | 8,890 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $452,481 | 8,810 | Shares | Sole | 2023-07-13 | |
| No filing history on record for this holder in this stock. | ||||||