Position in NFG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,158
-$345 QoQ
Shares Held
15
-6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#621
of 649 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 across 9 Oil & Gas Integrated names. NFG ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in NFG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,158 | 15 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,503 | 16 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,200 | 15 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,385 | 15 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,270 | 15 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,799 | 149 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $14,017 | 231 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $11,576 | 191 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $49,096 | 906 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $43,781 | 815 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $44,701 | 891 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $45,940 | 885 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $45,453 | 885 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $48,386 | 838 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $50,640 | 800 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $49,240 | 800 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $132,760 | 2,010 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $151,758 | 2,209 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $156,653 | 2,450 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $158,032 | 3,009 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $157,220 | 3,009 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||