Position in NFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$385,277
+$89,303 QoQ
Shares Held
4,990
+58.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#366
of 649 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NFG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HB Wealth Management, LLC holds $41,026,736 across 7 Oil & Gas Integrated names. NFG ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
192,692 | $31,940,625 | |
| 2 | SHEL |
Shell plc
|
49,749 | $3,857,537 | |
| 3 | TTE |
TotalEnergies SE
|
26,326 | $2,047,109 | |
| 4 | BP |
Bp PLC
|
41,212 | $1,522,783 | |
| 5 | SU |
Suncor Energy Inc
|
18,316 | $983,202 | |
| 6 | NFG |
National Fuel Gas Co
This page
|
4,990 | $385,277 | |
| 7 | E |
Eni Spa
|
6,193 | $290,203 |
All Filings in NFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,277 | 4,990 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $295,974 | 3,150 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $246,744 | 3,082 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $348,512 | 3,773 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||