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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
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

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Stolper & Co Tulsa, Oklahoma $387M AUM 25.53% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

IVC Wealth Advisors's NFG Position: Q2 2026 in Review

IVC Wealth Advisors reduced its National Fuel Gas (NFG) stake by 1.5% in Q2 2026, selling an estimated $5.96K and leaving 4,724 shares worth $365K. The position accounts for 0.14% of the portfolio, ranked #113.

IVC Wealth Advisors first reported a position in NFG in Q1 2022 and has held it in 15 quarters since. The position peaked at $451K in Q1 2026. 80 funds tracked by Wall St. Rank hold NFG as of Q2 2026.

  • IVC Wealth Advisors held 4,724 shares of National Fuel Gas worth $365K as of Q2 2026.
  • IVC Wealth Advisors sold 72 National Fuel Gas shares in Q2 2026, an estimated $5.96K.
  • National Fuel Gas made up 0.14% of IVC Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • IVC Wealth Advisors first reported a position in National Fuel Gas in Q1 2022 and has held it in 15 quarters since.
  • IVC Wealth Advisors's National Fuel Gas position peaked at $451K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held National Fuel Gas as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.