High Note Wealth, LLC

Position in SGU — Star Group, L.P.

CIK 1807283 DEEPHAVEN, MN

Position in SGU

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$49,369

+$2,153 QoQ

Shares Held

3,845

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#48

of 72 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

High Note Wealth, LLC holds $102,712 across 6 Oil & Gas Refining & Marketing names. SGU ranks #1 (48.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SGU	Star Group, L.P. This page	3,845	$49,369
2	VLO	Valero Energy Corp/Tx	69	$17,970
3	DINO	HF Sinclair Corp	210	$14,626
4	PSX	Phillips 66	56	$9,466
5	PARR	Par Pacific Holdings, Inc.	110	$6,168
6	MPC	Marathon Petroleum Corp	20	$5,113

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,369	3,845	0.0%	Shares	Sole	2026-07-23
2026-03-31	$47,216	3,845	0.0%	Shares	Sole	2026-05-11
2025-12-31	$45,524	3,845	0.0%	Shares	Sole	2026-02-05
2025-09-30	$45,486	3,845	0.0%	Shares	Sole	2025-11-04
2025-06-30	$44,986	3,845	0.0%	Shares	Sole	2025-07-23
2025-03-31	$50,677	3,845	0.0%	Shares	Sole	2025-05-01
2024-12-31	$44,371	3,845	—	Shares	Sole	2025-04-01
No filing history on record for this holder in this stock.