Doliver Advisors’s Star Group SGU Stock Holding History

Doliver 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 Q3	$1.8M	Hold	139,939	–	–	0.39%	36
2026 Q2	$1.8M	Hold	139,939	–	–	0.41%	36
2026 Q1	$1.72M	Hold	139,939	–	–	0.39%	36
2025 Q4	$1.66M	Hold	139,939	–	–	0.41%	42
2025 Q3	$1.66M	Sell	139,939 -150	-0.1%	-$1.75K	0.43%	40
2025 Q2	$1.64M	Hold	140,089	–	–	0.45%	38
2025 Q1	$1.85M	Hold	140,089	–	–	0.52%	30
2024 Q4	$1.62M	Hold	140,089	–	–	0.45%	36
2024 Q3	$1.64M	Hold	140,089	–	–	0.45%	39
2024 Q2	$1.49M	Hold	140,089	–	–	0.42%	40
2024 Q1	$1.4M	Hold	140,089	–	–	0.4%	44
2023 Q4	$1.62M	Hold	140,089	–	–	0.5%	32
2023 Q3	$1.69M	Hold	140,089	–	–	0.51%	28
2023 Q2	$1.91M	Hold	140,089	–	–	0.58%	22
2023 Q1	$1.82M	Hold	140,089	–	–	0.57%	23
2022 Q4	$1.69M	Hold	140,089	–	–	0.55%	26
2022 Q3	$1.14M	Hold	140,089	–	–	0.42%	37
2022 Q2	$1.28M	Hold	140,089	–	–	0.46%	37
2022 Q1	$1.55M	Buy	140,089 +4,132	+3%	+$43.2K	0.49%	32
2021 Q4	$1.4M	Hold	135,957	–	–	0.44%	40
2021 Q3	$1.39M	Hold	135,957	–	–	0.47%	38
2021 Q2	$1.52M	Hold	135,957	–	–	0.51%	32
2021 Q1	$1.44M	Hold	135,957	–	–	0.54%	33
2020 Q4	$1.28M	Hold	135,957	–	–	0.57%	34
2020 Q3	$1.33M	Hold	135,957	–	–	0.67%	26
2020 Q2	$1.19M	Hold	135,957	–	–	0.53%	37
2020 Q1	$1.08M	Buy	135,957 +125,957	+1,260%	+$1.1M	0.53%	32
2019 Q4	$95K	Hold	10,000	–	–	0.04%	143
2019 Q3	$94K	Hold	10,000	–	–	0.04%	140
2019 Q2	$100K	Hold	10,000	–	–	0.04%	133
2019 Q1	$96K	Hold	10,000	–	–	0.04%	119
2018 Q4	$93K	Hold	10,000	–	–	0.05%	126
2018 Q3	$98K	Hold	10,000	–	–	0.04%	196
2018 Q2	$98K	Sell	10,000 -1,000	-9%	-$9.62K	0.04%	296
2018 Q1	$103K	Sell	11,000 -3,200	-23%	-$31.8K	0.04%	312
2017 Q4	$153K	Hold	14,200	–	–	0.06%	264
2017 Q3	$161K	Sell	14,200 -2,000	-12%	-$21.5K	0.07%	229
2017 Q2	$176K	Buy	+16,200	New	+$160K	0.09%	235

Other funds holding SGU

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Doliver Advisors's SGU Position: Q3 2026 in Review

Doliver Advisors held its Star Group (SGU) position steady in Q3 2026 at 139,939 shares worth $1.8M. The position accounts for 0.39% of the portfolio, ranked #36.

Doliver Advisors first reported a position in SGU in Q2 2017 and has held it in 38 quarters since. The position peaked at $1.91M in Q2 2023. 4 funds tracked by Wall St. Rank hold SGU as of Q3 2026.

Doliver Advisors held 139,939 shares of Star Group worth $1.8M as of Q3 2026.
Doliver Advisors left its Star Group share count unchanged in Q3 2026.
Star Group made up 0.39% of Doliver Advisors's portfolio in Q3 2026, its #36 holding.
Doliver Advisors first reported a position in Star Group in Q2 2017 and has held it in 38 quarters since.
Doliver Advisors's Star Group position peaked at $1.91M in Q2 2023.
4 funds tracked by Wall St. Rank held Star Group as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.