CARY STREET PARTNERS FINANCIAL LLC

Position in SGU — Star Group, L.P.

CIK 1475045 RICHMOND, VA

Position in SGU

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$159,858

+$6,972 QoQ

Shares Held

12,450

0.0% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#36

of 72 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

CARY STREET PARTNERS FINANCIAL LLC holds $10,513,958 across 6 Oil & Gas Refining & Marketing names. SGU ranks #6 (1.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	33,930	$5,735,865
2	MPC	Marathon Petroleum Corp	7,012	$1,792,758
3	SUN	Sunoco LP	16,569	$1,118,407
4	DINO	HF Sinclair Corp	13,628	$949,190
5	VLO	Valero Energy Corp/Tx	2,910	$757,880
6	SGU	Star Group, L.P. This page	12,450	$159,858

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$159,858	12,450	0.0%	Shares	Defined	2026-07-17
2026-03-31	$152,886	12,450	0.0%	Shares	Defined	2026-04-29
2025-12-31	$147,408	12,450	0.0%	Shares	Defined	2026-02-09
2025-09-30	$147,283	12,450	0.0%	Shares	Defined	2025-11-10
2025-06-30	$145,665	12,450	0.0%	Shares	Defined	2025-08-13
2025-03-31	$164,091	12,450	0.0%	Shares	Defined	2025-05-09
2024-12-31	$143,673	12,450	—	Shares	Defined	2025-02-14
No filing history on record for this holder in this stock.