Position in SGU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,142
+$50 QoQ
Shares Held
89
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 72 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SGU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Bare Financial Services, Inc holds $63,105 across 8 Oil & Gas Refining & Marketing names. SGU ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
|
79 | $20,573 | |
| 2 | PSX |
Phillips 66
|
113 | $19,102 | |
| 3 | MPC |
Marathon Petroleum Corp
|
73 | $18,663 | |
| 4 | PBF |
PBF Energy Inc.
|
33 | $1,502 | |
| 5 | SGU |
Star Group, L.P.
This page
|
89 | $1,142 | |
| 6 | CVI |
Cvr Energy Inc
|
29 | $798 | |
| 7 | DINO |
HF Sinclair Corp
|
11 | $766 | |
| 8 | WKC |
World Kinect Corp
|
17 | $559 |
All Filings in SGU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,142 | 89 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,092 | 89 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $568 | 48 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||