Spire Wealth Management

Position in SGU — Star Group, L.P.

CIK 1858740 MCLEAN, VA

Position in SGU

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$58,255

+$2,541 QoQ

Shares Held

4,537

0.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#47

of 72 holders

Holding Since

Mar 2021

22 quarters on record

Energy · as of Jun 30, 2026

Spire Wealth Management holds $3,479,655 across 6 Oil & Gas Refining & Marketing names. SGU ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPC	Marathon Petroleum Corp	10,620	$2,715,214
2	VLO	Valero Energy Corp/Tx	2,261	$588,854
3	PSX	Phillips 66	415	$70,155
4	SGU	Star Group, L.P. This page	4,537	$58,255
5	IEP	Icahn Enterprises L.P.	5,500	$39,655
6	DINO	HF Sinclair Corp	108	$7,522

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,255	4,537	0.0%	Shares	Sole	2026-07-15
2026-03-31	$55,714	4,537	0.0%	Shares	Sole	2026-04-22
2025-12-31	$53,718	4,537	0.0%	Shares	Sole	2026-01-14
2025-09-30	$53,672	4,537	0.0%	Shares	Sole	2025-10-23
2025-06-30	$53,082	4,537	-6.2%	Shares	Sole	2025-08-04
2025-03-31	$63,751	4,837	0.0%	Shares	Sole	2025-04-23
2024-12-31	$55,818	4,837	0.0%	Shares	Sole	2025-01-24
2024-09-30	$56,786	4,837	0.0%	Shares	Sole	2024-10-15
2024-06-30	$51,465	4,837	0.0%	Shares	Sole	2024-07-31
2024-03-31	$48,466	4,837	0.0%	Shares	Sole	2024-04-24
2023-12-31	$55,770	4,837	0.0%	Shares	Sole	2024-02-06
2023-09-30	$58,189	4,837	0.0%	Shares	Sole	2023-11-08
2023-06-30	$66,073	4,837	0.0%	Shares	Sole	2023-08-09
2023-03-31	$62,735	4,837	0.0%	Shares	Sole	2023-05-09
2022-12-31	$58,285	4,837	0.0%	Shares	Sole	2023-02-03
2022-09-30	$39,324	4,837	-75.6%	Shares	Sole	2022-11-07
2022-06-30	$181,841	19,830	0.0%	Shares	Sole	2022-07-22
2022-03-31	$220,113	19,830	-2.5%	Shares	Sole	2022-04-18
2021-12-31	$218,954	20,330	+2.5%	Shares	Sole	2022-01-14
2021-09-30	$202,067	19,830	0.0%	Shares	Sole	2021-10-22
2021-06-30	$222,096	19,830	+2.8%	Shares	Sole	2021-07-26
2021-03-31	$204,312	19,293	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.