Position in SGU
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$159,318
+$2,036 QoQ
Shares Held
12,408
-3.1% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#37
of 72 holders
Holding Since
Sep 2025
4 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, 2026Kingsview Wealth Management, LLC holds $25,649,683 across 7 Oil & Gas Refining & Marketing names. SGU ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPC |
Marathon Petroleum Corp
|
46,371 | $11,855,672 | |
| 2 | PSX |
Phillips 66
|
43,343 | $7,327,134 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
18,643 | $4,855,382 | |
| 4 | DINO |
HF Sinclair Corp
|
7,996 | $556,921 | |
| 5 | SUN |
Sunoco LP
|
8,004 | $540,270 | |
| 6 | PARR |
Par Pacific Holdings, Inc.
|
6,330 | $354,986 | |
| 7 | SGU |
Star Group, L.P.
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|
12,408 | $159,318 |
All Filings in SGU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,318 | 12,408 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $157,282 | 12,808 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $151,646 | 12,808 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $150,335 | 12,708 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||