LW
NS

Linscomb Wealth’s NuStar Energy L.P. NS Stock Holding History

Linscomb Wealth’s Portfolio NS Stock Details NS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-35,600
Closed -$828K – 295
2024
Q1 		$828K Buy
35,600
+10,000
+39% +$221K 0.04% 175
2023
Q4 		$478K Hold
25,600
– – 0.03% 213
2023
Q3 		$446K Sell
25,600
-1,940
-7% -$33.1K 0.03% 216
2023
Q2 		$472K Hold
27,540
– – 0.03% 215
2023
Q1 		$431K Sell
27,540
-49,967
-64% -$814K 0.02% 225
2022
Q4 		$1.24M Buy
+77,507
New +$1.21M 0.06% 165
2015
Q1 		– Sell
-3,927
Closed -$227K – 280
2014
Q4 		$227K Buy
+3,927
New +$233K 0.03% 250

Other funds holding NS

SIA
Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Linscomb Wealth's NS Position: Q2 2024 in Review

Linscomb Wealth sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 35,600 shares — an estimated $828K sold.

Linscomb Wealth first reported a position in NS in Q4 2014 and held it in 7 quarters. The position peaked at $1.24M in Q4 2022. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

  • Linscomb Wealth reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
  • Linscomb Wealth sold 35,600 NuStar Energy L.P. shares in Q2 2024, an estimated $828K.
  • Linscomb Wealth first reported a position in NuStar Energy L.P. in Q4 2014 and held it in 7 quarters.
  • Linscomb Wealth's NuStar Energy L.P. position peaked at $1.24M in Q4 2022.
  • 3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Linscomb Wealth's 13F filing for Q2 2024, filed 7 Aug 2024.