IVC Wealth Advisors LLC NFG — NATIONAL FUEL GAS CO

Ownership history in IVC Wealth Advisors LLC  ·  14 quarters on record

AI Ownership Summary

IVC Wealth Advisors LLC reported NATIONAL FUEL GAS CO (NFG) in 14 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.23% in 2025 Q1. The latest visible filing shows NFG at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IVC Wealth Advisors LLC's position in NATIONAL FUEL GAS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

NFG was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NFG stock page IVC Wealth Advisors LLC fund profile IVC Wealth Advisors LLC full holdings
How IVC Wealth Advisors LLC held NFG — position size vs. price
% of Fund (quarterly)    NFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4,724 -72 -1.5% 0.14% $365K 2026-07-14 $79.86
2026 Q1 REDUCED — — — 4,796 -10 -0.2% 0.20% $451K 2026-04-16 $88.52
2025 Q4 REDUCED — — — 4,806 -71 -1.5% 0.17% $385K 2026-01-16 $80.18
2025 Q3 REDUCED — — — 4,877 -100 -2.0% 0.20% $450K 2025-10-09 $84.17
2025 Q2 REDUCED 9.2% +9.8% ❌ 4,977 -505 -9.2% 0.21% $422K 2025-07-22 $86.31
2025 Q1 REDUCED — — — 5,482 -91 -1.6% 0.23% $434K 2025-04-08 $70.74
2024 Q4 REDUCED — — — 5,573 -27 -0.5% 0.19% $338K 2025-01-17 $65.72
2024 Q3 REDUCED — — — 5,600 -20 -0.4% 0.19% $339K 2024-10-24 $59.83
2024 Q2 ADDED — — — 5,620 +366 +7.0% 0.17% $305K 2024-07-16 $54.11
2024 Q1 ADDED — — — 5,254 +1,080 +25.9% 0.16% $282K 2024-04-19 $50.10
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NFG

As of 2026 Q2 — sorted by position size

Stolper Co 3Y 2.15% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 0.88% KWMG, LLC 3Y 7Y 0.55% FNY Investment Advisers, LLC 3Y 7Y 0.49% Sage Capital Advisors,llc 3Y 7Y 0.33% MILLINGTON SECURITIES, LLC 0.25% CULLEN INVESTMENT GROUP, LTD. 0.25% Emergent Wealth Advisors, LLC 0.23% HENNESSY ADVISORS INC 3Y 7Y 0.2% Radnor Capital Management, LLC 3Y 7Y 0.2%

FAQ About IVC Wealth Advisors LLC and NFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has IVC Wealth Advisors LLC reported owning NFG?

IVC Wealth Advisors LLC reported NFG across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported NFG position in IVC Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for NFG was 0.23% in 2025 Q1.

What is the latest reported NFG position on this page?

The most recent filing on this page is 2026 Q2, when IVC Wealth Advisors LLC reported 4,724 shares, equal to 0.14% of portfolio, with an estimated market value of $365K.

What does the chart on this NFG ownership page compare?

The chart compares IVC Wealth Advisors LLC's quarterly NFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did IVC Wealth Advisors LLC time their NFG position?

Based on 13F filing dates vs. subsequent NFG price moves, IVC Wealth Advisors LLC correctly timed 6 out of 12 reported position changes (50%). The annualised alpha on NFG relative to SPY over the holding period was -1.9%.

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