Colonial Trust Advisors’s Star Group SGU Stock Holding History

Colonial Trust Advisors’s Portfolio SGU Stock Details SGU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$44.9K	Hold	3,500	–	–	﹤0.01%	383
2026 Q1	$43K	Hold	3,500	–	–	﹤0.01%	363
2025 Q4	$41.4K	Hold	3,500	–	–	﹤0.01%	367
2025 Q3	$41.4K	Hold	3,500	–	–	﹤0.01%	363
2025 Q2	$41K	Hold	3,500	–	–	﹤0.01%	364
2025 Q1	$46.1K	Hold	3,500	–	–	﹤0.01%	348
2024 Q4	$40.4K	Hold	3,500	–	–	﹤0.01%	343
2024 Q3	$41.1K	Hold	3,500	–	–	﹤0.01%	359
2024 Q2	$37.2K	Hold	3,500	–	–	﹤0.01%	358
2024 Q1	$35.1K	Sell	3,500 -1,000	-22%	-$11.1K	﹤0.01%	377
2023 Q4	$51.9K	Hold	4,500	–	–	0.01%	314
2023 Q3	$54.1K	Hold	4,500	–	–	0.01%	320
2023 Q2	$61.5K	Hold	4,500	–	–	0.01%	310
2023 Q1	$58.4K	Hold	4,500	–	–	0.01%	309
2022 Q4	$54.2K	Buy	+4,500	New	+$41.6K	0.01%	322

Other funds holding SGU

Hartree Partners New York $469M AUM 46.64% 1-Year Est. Return

Bandera Partners New York $284M AUM 33.52% 1-Year Est. Return

STA

Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return

Lubar & Co Milwaukee, Wisconsin $126M AUM

OCP

Oakcliff Capital Partners New York $268M AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return

Colonial Trust Advisors's SGU Position: Q2 2026 in Review

Colonial Trust Advisors held its Star Group (SGU) position steady in Q2 2026 at 3,500 shares worth $44.9K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Colonial Trust Advisors first reported a position in SGU in Q4 2022 and has held it in 15 quarters since. The position peaked at $61.5K in Q2 2023. 72 funds tracked by Wall St. Rank hold SGU as of Q2 2026.

Colonial Trust Advisors held 3,500 shares of Star Group worth $44.9K as of Q2 2026.
Colonial Trust Advisors left its Star Group share count unchanged in Q2 2026.
Star Group made up ﹤0.01% of Colonial Trust Advisors's portfolio in Q2 2026, its #383 holding.
Colonial Trust Advisors first reported a position in Star Group in Q4 2022 and has held it in 15 quarters since.
Colonial Trust Advisors's Star Group position peaked at $61.5K in Q2 2023.
72 funds tracked by Wall St. Rank held Star Group as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.