Position in SGU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$29,532
New position
Shares Held
2,300
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 72 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026UMB Bank, n.a. holds $11,288,591 across 11 Oil & Gas Refining & Marketing names. SGU ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSX |
Phillips 66
|
28,711 | $4,853,594 | |
| 2 | MPC |
Marathon Petroleum Corp
|
13,166 | $3,366,150 | |
| 3 | VLO |
Valero Energy Corp/Tx
|
10,588 | $2,757,538 | |
| 4 | DINO |
HF Sinclair Corp
|
1,867 | $130,036 | |
| 5 | PBF |
PBF Energy Inc.
|
1,920 | $87,398 | |
| 6 | SGU |
Star Group, L.P.
This page
|
2,300 | $29,532 | |
| 7 | IEP |
Icahn Enterprises L.P.
|
3,572 | $25,754 | |
| 8 | CAPL |
CrossAmerica Partners LP
|
800 | $17,936 |
All Filings in SGU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,532 | 2,300 | Shares | Defined | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||