Position in NFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$154
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#644
of 649 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Planning Strategies Inc. holds $181,992 across 2 Oil & Gas Integrated names. NFG ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,097 | $181,838 | |
| 2 | NFG |
National Fuel Gas Co
This page
|
2 | $154 |
All Filings in NFG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $154 | 2 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||