Position in SGU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,985
+$930 QoQ
Shares Held
1,245
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#60
of 72 holders
Holding Since
Mar 2026
2 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, 2026Napier Financial, LLC holds $270,152 across 3 Oil & Gas Refining & Marketing names. SGU ranks #3 (5.9% of the industry book) .
All Filings in SGU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,985 | 1,245 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $15,055 | 1,226 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||