FOCUSED ALPHA, LLC

Position in NFG — National Fuel Gas Co

CIK 2105062 DENVER, CO

Position in NFG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$615,209

-$554,593 QoQ

Shares Held

7,968

-36.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#308

of 649 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

FOCUSED ALPHA, LLC holds $4,061,275 across 6 Oil & Gas Integrated names. NFG ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	8,448	$1,400,340
2	XOM	ExxonMobil Holdings Corp	6,409	$876,238
3	NFG	National Fuel Gas Co This page	7,968	$615,209
4	SHEL	Shell plc	6,742	$522,774
5	EQNR	Equinor ASA	10,666	$334,912
6	PBR	Petrobras - Petroleo Brasileiro SA	21,298	$311,802

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$615,209	7,968	-36.0%	Shares	Sole	2026-08-07
2026-03-31	$1,169,802	12,450	+168.3%	Shares	Sole	2026-05-12
2025-12-31	$371,558	4,641	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.