Position in SGU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$337,692
+$85,952 QoQ
Shares Held
26,300
+28.3% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#24
of 72 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026GREENWOOD GEARHART LLC holds $821,682 across 2 Oil & Gas Refining & Marketing names. SGU ranks #2 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
2,863 | $483,990 | |
| 2 | SGU |
Star Group, L.P.
This page
|
26,300 | $337,692 |
All Filings in SGU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,692 | 26,300 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $251,740 | 20,500 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||