Position in SGU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,465,318
+$107,951 QoQ
Shares Held
192,003
+0.0% QoQ
Ownership
0.585%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#8
of 72 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SGU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Joel Isaacson & Co., LLC holds $3,735,043 across 3 Oil & Gas Refining & Marketing names. SGU ranks #1 (66.0% of the industry book) .
All Filings in SGU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,465,318 | 192,003 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,357,367 | 191,968 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,272,510 | 191,935 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,270,177 | 191,900 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,244,820 | 191,865 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,528,345 | 191,832 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||