MORGAN STANLEY

Position in SGU — Star Group, L.P.

CIK 895421 NEW YORK, NY

Back to SGU Full portfolio

Position in SGU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,025,926

+$42,877 QoQ

Shares Held

79,901

-0.2% QoQ

Ownership

0.244%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 72 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Common Shares in SGU Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas Refining & Marketing

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $5,451,601,783 across 18 Oil & Gas Refining & Marketing names. SGU ranks #17 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VLO	Valero Energy Corp/Tx	8,039,331	$2,093,763,358
2	MPC	Marathon Petroleum Corp	5,887,382	$1,505,226,949
3	PSX	Phillips 66	7,206,592	$1,218,274,366
4	SUN	Sunoco LP	2,559,034	$172,734,794
5	DINO	HF Sinclair Corp	2,298,249	$160,073,036
6	DK	Delek US Holdings, Inc.	1,134,907	$57,664,618
7	PBF	PBF Energy Inc.	986,471	$44,904,156
8	PARR	Par Pacific Holdings, Inc.	720,138	$40,385,336

All Filings in SGU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,025,926	79,901	-0.2%	Shares	Defined	2026-08-13
2026-03-31	$983,049	80,053	-3.0%	Shares	Defined	2026-05-15
2025-12-31	$977,497	82,559	-29.2%	Shares	Defined	2026-05-27
2025-09-30	$1,380,405	116,687	+0.2%	Shares	Defined	2026-05-27
2025-06-30	$1,363,083	116,503	+45.7%	Shares	Defined	2025-08-15
2025-03-31	$1,053,831	79,957	-6.4%	Shares	Defined	2025-05-15
2024-12-31	$985,629	85,410	-11.1%	Shares	Defined	2025-05-15
2024-09-30	$1,127,426	96,033	-6.2%	Shares	Defined	2025-05-14
2024-06-30	$1,089,235	102,372	+18.7%	Shares	Defined	2025-05-14
2024-03-31	$864,043	86,232	-1.9%	Shares	Defined	2024-10-17
2023-12-31	$1,013,115	87,868	-8.1%	Shares	Defined	2024-08-16
2023-09-30	$1,150,642	95,648	+11.7%	Shares	Defined	2023-11-15
2023-06-30	$1,169,906	85,645	-10.6%	Shares	Defined	2023-08-14
2023-03-31	$1,242,679	95,812	-27.3%	Shares	Defined	2023-05-15
2022-12-31	$1,589,078	131,874	+24.4%	Shares	Defined	2023-02-14
2022-09-30	$862,085	106,038	-8.3%	Shares	Defined	2022-11-14
2022-06-30	$1,060,931	115,696	+59.6%	Shares	Defined	2022-10-27
2022-03-31	$804,893	72,513	+0.5%	Shares	Defined	2022-10-27
2021-12-31	$776,859	72,132	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$736,185	72,246	-3.0%	Shares	Defined	2021-11-15
2021-06-30	$833,995	74,464	+13.1%	Shares	Defined	2021-08-23
2021-03-31	$697,096	65,826	-3.6%	Shares	Defined	2021-05-17
2020-12-31	$642,334	68,261	-5.8%	Shares	Defined	2021-02-16
2020-09-30	$706,327	72,444	-13.7%	Shares	Defined	2020-11-13
2020-06-30	$736,257	83,952	-53.2%	Shares	Defined	2020-08-14
2020-03-31	$1,381,703	179,442	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.