Roxbury Financial LLC

Position in SGU — Star Group, L.P.

CIK 2054149 MOUNT ARLINGTON, NJ

Position in SGU

as of Jun 30, 2026 · filed Jul 1, 2026 Compact

Position Value

$129,540

+$7,846 QoQ

Shares Held

9,980

+0.7% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#42

of 72 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Roxbury Financial LLC holds $156,912 across 4 Oil & Gas Refining & Marketing names. SGU ranks #1 (82.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SGU	Star Group, L.P. This page	9,980	$129,540
2	PSX	Phillips 66	110	$18,595
3	VLO	Valero Energy Corp/Tx	18	$4,687
4	MPC	Marathon Petroleum Corp	16	$4,090

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$129,540	9,980	+0.7%	Shares	Sole	2026-07-01
2026-03-31	$121,694	9,910	+0.5%	Shares	Sole	2026-04-17
2025-12-31	$116,789	9,864	+0.7%	Shares	Sole	2026-01-05
2025-09-30	$115,874	9,795	+0.7%	Shares	Sole	2025-10-01
2025-06-30	$113,794	9,726	+0.7%	Shares	Sole	2025-07-07
2025-03-31	$127,331	9,661	+0.6%	Shares	Sole	2025-04-09
2024-12-31	$110,772	9,599	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.