Position in SGU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$155,839
+$6,822 QoQ
Shares Held
12,137
+0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#38
of 72 holders
Holding Since
Dec 2020
23 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, 2026MTM Investment Management, LLC holds $1,918,662 across 4 Oil & Gas Refining & Marketing names. SGU ranks #4 (8.1% of the industry book) .
All Filings in SGU
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,839 | 12,137 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $149,017 | 12,135 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $143,654 | 12,133 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $143,509 | 12,131 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $141,909 | 12,129 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $159,833 | 12,127 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $139,934 | 12,126 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $169,337 | 14,424 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $153,450 | 14,422 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $171,542 | 17,120 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $197,370 | 17,118 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $205,917 | 17,117 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $233,790 | 17,115 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $299,632 | 23,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $374,610 | 31,088 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $268,850 | 33,069 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $303,096 | 33,053 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $366,721 | 33,038 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $355,668 | 33,024 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $336,382 | 33,011 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $369,588 | 32,999 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $349,321 | 32,986 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $310,275 | 32,973 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||