STAR GROUP, L.P. - SGU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Hartree Partners, LP | History | No change | 3,400,907 | 43,667 | 9.31% | 9.31% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bandera Partners LLC | History | No change | 2,745,360 | 35,250 | 12.42% | 12.42% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 2,030,000 | 26,065 | 0.33% | 0.33% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lubar & Co., Inc | History | No change | 1,295,985 | 16,640 | 15.52% | 13.16% | 4 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Oakcliff Capital Partners, LP | History | No change | 1,099,239 | 14,114 | 5.26% | 5.26% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 881,007 | 11,312 | 0.02% | 0.02% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 605,766 | 7,862 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 192,003 | 2,465 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blackstone Inc. | History | No change | 165,910 | 2,130 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 144,380 | 1,853 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DOLIVER ADVISORS, LP | History | No change | 139,939 | 1,796 | 0.39% | 0.41% | 11 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 132,086 | 1,695 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 100,000 | 1,284 | 0.23% | 0.23% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 98,645 | 1,266 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 79,901 | 1,025 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 73,524 | 944 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 50,806 | 652 | 0.03% | 0.03% | 17 | -1,200 | -2.31% | Q3 2026 | Oct 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 50,472 | 648 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 47,803 | 613 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 44,470 | 570 | 0.0% | 0.0% | 20 | +268 | 0.61% | Q3 2026 | Nov 02, 2026 |
| Maridea Wealth Management LLC | History | No change | 42,815 | 549 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 36,541 | 469 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 32,004 | 410 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 27,356 | 351 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 26,300 | 337 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| &PARTNERS | History | No change | 25,500 | 327 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hyperion Capital Advisors LP | History | No change | 25,400 | 326 | 0.15% | 0.15% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 23,517 | 301 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Round Rock Advisors LLC | History | No change | 20,961 | 269 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 19,530 | 250 | 0.0% | — | 31 | +19,530 | New | Q3 2026 | Oct 16, 2026 |
| BlackRock, Inc. | History | No change | 19,501 | 250 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| StoneX Group Inc. | History | Added to | 16,934 | 217 | 0.01% | 0.01% | 32 | +1,834 | 12.15% | Q3 2026 | Nov 03, 2026 |
| Marquette Asset Management, LLC | History | No change | 15,000 | 192 | 0.03% | 0.02% | 33 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 13,000 | 166 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,450 | 159 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 12,408 | 159 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MTM Investment Management, LLC | History | Added to | 12,139 | 155 | 0.04% | 0.04% | 37 | +2 | 0.02% | Q3 2026 | Oct 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 11,436 | 146 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 11,347 | 145 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Roxbury Financial LLC | History | Added to | 10,009 | 128 | 0.1% | 0.1% | 41 | +29 | 0.29% | Q3 2026 | Oct 01, 2026 |
| Wilkinson Global Asset Management LLC | History | No change | 10,000 | 128 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 9,000 | 115 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,545 | 71 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 5,000 | 64 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Spire Wealth Management | History | No change | 4,537 | 58 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| High Note Wealth, LLC | History | No change | 3,845 | 49 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 3,572 | 45 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Colonial Trust Advisors | History | No change | 3,500 | 44 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,270 | 42 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,390 | 31 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 2,354 | 30 | 0.0% | 0.0% | 52 | +334 | 16.53% | Q3 2026 | Nov 04, 2026 |
| BARCLAYS PLC | History | No change | 2,352 | 30 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 2,300 | 29 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 2,182 | 28 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,900 | 24 | 0.0% | 0.0% | 55 | +689 | 56.9% | Q3 2026 | Nov 04, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,639 | 21 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,400 | 17 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Napier Financial, LLC | History | No change | 1,245 | 15 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,100 | 14 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,000 | 12 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | New | 900 | 11 | 0.0% | — | 61 | +900 | New | Q3 2026 | Oct 16, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 808 | 10 | 0.01% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 595 | 7 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 490 | 6 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Latitude Advisors, LLC | History | New | 401 | 5 | 0.0% | — | 65 | +401 | New | Q3 2026 | Oct 27, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 284 | 3 | 0.0% | 0.0% | 66 | -71 | -20.0% | Q3 2026 | Oct 21, 2026 |
| FMR LLC | History | No change | 135 | 1 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 130 | 1 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 100 | 1 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 89 | 1 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,063 | -100.0% | Q3 2026 | Oct 28, 2026 |
| WASHINGTON TRUST Co | History | Closed out | 0 | 0 | — | 0.01% | — | -13,000 | -100.0% | Q3 2026 | Oct 22, 2026 |
| AlphaCentric Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,462 | -100.0% | Q3 2026 | Nov 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |