Catherine Avery Investment Management LLC

Position in SGU — Star Group, L.P.

CIK 2103454 LONGBOAT KEY, FL

Position in SGU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,374

New position

Shares Held

808

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#64

of 72 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Catherine Avery Investment Management LLC holds $7,135,362 across 3 Oil & Gas Refining & Marketing names. SGU ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSX	Phillips 66	31,061	$5,250,862
2	VLO	Valero Energy Corp/Tx	7,196	$1,874,126
3	SGU	Star Group, L.P. This page	808	$10,374

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,374	808	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.