Simplicity Wealth,LLC

Position in NFG — National Fuel Gas Co

CIK 1913243 SUMMIT, NJ

Position in NFG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$325,826

-$3,010,002 QoQ

Shares Held

4,220

-93.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#395

of 649 holders

Holding Since

Mar 2024

3 quarters on record

Energy · as of Jun 30, 2026

Simplicity Wealth,LLC holds $26,793,856 across 4 Oil & Gas Integrated names. NFG ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	82,222	$13,629,118
2	XOM	ExxonMobil Holdings Corp	90,679	$12,397,632
3	SHEL	Shell plc	5,691	$441,280
4	NFG	National Fuel Gas Co This page	4,220	$325,826

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,826	4,220	-93.1%	Shares	Sole	2026-08-06
2024-06-30	$3,335,828	61,558	+2.6%	Shares	Sole	2024-07-10
2024-03-31	$3,224,596	60,026	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.