IVC Wealth Advisors
NFG icon

IVC Wealth Advisors’s National Fuel Gas NFG Stock Holding History

IVC Wealth Advisors’s Portfolio NFG Stock Details NFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$328K Sell
4,324
-400
-8% -$32.5K 0.13% 122
2026
Q2 		$365K Sell
4,724
-72
-2% -$5.96K 0.14% 113
2026
Q1 		$451K Sell
4,796
-10
-0.2% -$873 0.2% 93
2025
Q4 		$385K Sell
4,806
-71
-1% -$5.85K 0.17% 110
2025
Q3 		$450K Sell
4,877
-100
-2% -$8.72K 0.2% 95
2025
Q2 		$422K Sell
4,977
-505
-9% -$40.8K 0.21% 94
2025
Q1 		$434K Sell
5,482
-91
-2% -$6.54K 0.23% 86
2024
Q4 		$338K Sell
5,573
-27
-0.5% -$1.66K 0.19% 106
2024
Q3 		$339K Sell
5,600
-20
-0.4% -$1.17K 0.19% 109
2024
Q2 		$305K Buy
5,620
+366
+7% +$20.1K 0.17% 119
2024
Q1 		$282K Buy
5,254
+1,080
+26% +$53.4K 0.16% 128
2023
Q4 		$209K Buy
+4,174
New +$215K 0.13% 150
2023
Q1 		– Sell
-3,365
Closed -$213K – 150
2022
Q4 		$213K Hold
3,365
– – 0.16% 141
2022
Q3 		$207K Buy
3,365
+175
+5% +$12.1K 0.17% 135
2022
Q2 		$211K Hold
3,190
– – 0.16% 135
2022
Q1 		$219K Buy
+3,190
New +$202K 0.14% 139

Other funds holding NFG

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Equity Investment Corp
Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sound Shore Management
Sound Shore Management Greenwich, Connecticut $3.2B AUM 19.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley Richmond, Virginia $5.37B AUM 3.99% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

IVC Wealth Advisors's NFG Position: Q3 2026 in Review

IVC Wealth Advisors reduced its National Fuel Gas (NFG) stake by 8.5% in Q3 2026, selling an estimated $32.5K and leaving 4,324 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #122.

IVC Wealth Advisors first reported a position in NFG in Q1 2022 and has held it in 16 quarters since. The position peaked at $451K in Q1 2026. 321 funds tracked by Wall St. Rank hold NFG as of Q3 2026.

  • IVC Wealth Advisors held 4,324 shares of National Fuel Gas worth $328K as of Q3 2026.
  • IVC Wealth Advisors sold 400 National Fuel Gas shares in Q3 2026, an estimated $32.5K.
  • National Fuel Gas made up 0.13% of IVC Wealth Advisors's portfolio in Q3 2026, its #122 holding.
  • IVC Wealth Advisors first reported a position in National Fuel Gas in Q1 2022 and has held it in 16 quarters since.
  • IVC Wealth Advisors's National Fuel Gas position peaked at $451K in Q1 2026.
  • 321 funds tracked by Wall St. Rank held National Fuel Gas as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.