Position in SGU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$146,838
+$144,428 QoQ
Shares Held
11,436
+5618.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#40
of 72 holders
Holding Since
Dec 2022
2 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in SGU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $182,328,908 across 13 Oil & Gas Refining & Marketing names. SGU ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
823,275 | $139,174,638 | |
| 2 | MPC |
Marathon Petroleum Corp
|
85,748 | $21,923,191 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
67,092 | $17,473,440 | |
| 4 | SUN |
Sunoco LP
|
31,305 | $2,113,087 | |
| 5 | DINO |
HF Sinclair Corp
|
10,147 | $706,738 | |
| 6 | CVI |
Cvr Energy Inc
|
13,890 | $382,530 | |
| 7 | DK |
Delek US Holdings, Inc.
|
6,463 | $328,385 | |
| 8 | SGU |
Star Group, L.P.
This page
|
11,436 | $146,838 |
All Filings in SGU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $146,838 | 11,436 | Shares | Sole | 2026-08-12 | |
| 2022-12-31 | $2,410 | 200 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||