Position in SGU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$44,940
+$1,960 QoQ
Shares Held
3,500
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 72 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $5,883,998 across 4 Oil & Gas Refining & Marketing names. SGU ranks #4 (0.8% of the industry book) .
All Filings in SGU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,940 | 3,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $42,980 | 3,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $41,440 | 3,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $41,405 | 3,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $40,950 | 3,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $46,130 | 3,500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,390 | 3,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $41,090 | 3,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,240 | 3,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,070 | 3,500 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $51,885 | 4,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $54,135 | 4,500 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $61,470 | 4,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58,365 | 4,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $54,225 | 4,500 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||