Texas Yale Capital Corp’s NuStar Energy L.P. NS Stock Holding History

Texas Yale Capital Corp’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	-81,141	Closed	-$1.89M	–	459
2024 Q1	$1.89M	Hold	81,141	–	–	0.08%	180
2023 Q4	$1.52M	Buy	81,141 +12,000	+17%	+$214K	0.07%	203
2023 Q3	$1.21M	Hold	69,141	–	–	0.05%	209
2023 Q2	$1.19M	Sell	69,141 -3,996	-5%	-$65.3K	0.06%	219
2023 Q1	$1.14M	Hold	73,137	–	–	0.06%	229
2022 Q4	$1.17M	Buy	73,137 +300	+0.4%	+$4.67K	0.07%	219
2022 Q3	$983K	Buy	72,837 +7,050	+11%	+$106K	0.06%	232
2022 Q2	$921K	Hold	65,787	–	–	0.06%	241
2022 Q1	$949K	Buy	65,787 +8,900	+16%	+$144K	0.05%	246
2021 Q4	$903K	Buy	56,887 +5,000	+10%	+$77.6K	0.05%	258
2021 Q3	$817K	Hold	51,887	–	–	0.05%	262
2021 Q2	$937K	Hold	51,887	–	–	0.05%	249
2021 Q1	$887K	Sell	51,887 -4,748	-8%	-$80.7K	0.06%	248
2020 Q4	$816K	Sell	56,635 -3,000	-5%	-$38.4K	0.05%	260
2020 Q3	$633K	Hold	59,635	–	–	0.05%	272
2020 Q2	$852K	Sell	59,635 -10,918	-15%	-$145K	0.07%	229
2020 Q1	$606K	Hold	70,553	–	–	0.06%	256
2019 Q4	$1.82M	Hold	70,553	–	–	0.13%	156
2019 Q3	$2M	Hold	70,553	–	–	0.14%	130
2019 Q2	$1.92M	Sell	70,553 -70,553	-50%	-$1.92M	0.14%	139
2019 Q1	$3.79M	Buy	141,106 +70,553	+100%	+$1.83M	0.15%	136
2018 Q4	$1.48M	Hold	70,553	–	–	0.13%	150
2018 Q3	$1.96M	Buy	70,553 +26,969	+62%	+$715K	0.16%	123
2018 Q2	$987K	Hold	43,584	–	–	0.08%	218
2018 Q1	$889K	Hold	43,584	–	–	0.08%	236
2017 Q4	$1.3M	Sell	43,584 -1,134	-3%	-$36.8K	0.11%	177
2017 Q3	$1.81M	Hold	44,718	–	–	0.16%	121
2017 Q2	$2.08M	Hold	44,718	–	–	0.18%	102
2017 Q1	$2.32M	Hold	44,718	–	–	0.2%	88
2016 Q4	$2.23M	Hold	44,718	–	–	0.21%	93
2016 Q3	$2.22M	Hold	44,718	–	–	0.21%	94
2016 Q2	$2.23M	Hold	44,718	–	–	0.22%	93
2016 Q1	$1.81M	Sell	44,718 -725	-2%	-$25.2K	0.19%	107
2015 Q4	$1.82M	Hold	45,443	–	–	0.18%	109
2015 Q3	$2.04M	Hold	45,443	–	–	0.19%	97
2015 Q2	$2.7M	Hold	45,443	–	–	0.22%	89
2015 Q1	$2.76M	Hold	45,443	–	–	0.22%	86
2014 Q4	$2.62M	Hold	45,443	–	–	0.23%	77
2014 Q3	$3M	Hold	45,443	–	–	0.28%	65
2014 Q2	$2.82M	Hold	45,443	–	–	0.35%	61
2014 Q1	$2.5M	Hold	45,443	–	–	0.35%	66
2013 Q4	$2.32M	Sell	45,443 -680	-1%	-$31.6K	0.36%	71
2013 Q3	$1.85M	Sell	46,123 -5,925	-11%	-$251K	0.31%	76
2013 Q2	$2.38M	Buy	+52,048	New	+$2.57M	0.41%	60

Other funds holding NS

SIA

Sovereign Investment Advisors Phoenix, Arizona $472M AUM 9.63% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Texas Yale Capital Corp's NS Position: Q2 2024 in Review

Texas Yale Capital Corp sold out of NuStar Energy L.P. (NS) in Q2 2024, closing a stake of 81,141 shares — an estimated $1.89M sold.

Texas Yale Capital Corp first reported a position in NS in Q2 2013 and held it in 44 quarters. The position peaked at $3.79M in Q1 2019. 3 funds tracked by Wall St. Rank hold NS as of Q2 2024.

Texas Yale Capital Corp reported no remaining NuStar Energy L.P. position as of Q2 2024 after selling out during the quarter.
Texas Yale Capital Corp sold 81,141 NuStar Energy L.P. shares in Q2 2024, an estimated $1.89M.
Texas Yale Capital Corp first reported a position in NuStar Energy L.P. in Q2 2013 and held it in 44 quarters.
Texas Yale Capital Corp's NuStar Energy L.P. position peaked at $3.79M in Q1 2019.
3 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2024.

Based on Texas Yale Capital Corp's 13F filing for Q2 2024, filed 13 Aug 2024.