SRV — NXG CUSHING MIDSTREAM ENERGY

Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in NXG CUSHING MIDSTREAM ENERGY (SRV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2025 Q1)
Avg. % of fund
0.01%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 7,009 +16 +0.2% 0.01% $322K $40.87
2025 Q2 REDUCED 6,993 -2,532 -26.6% 0.01% $296K $36.51
2025 Q1 ADDED 9,525 +1,716 +22.0% 0.02% $419K $36.65
2024 Q4 INITIATED 7,809 — — 0.01% $347K $36.02
% of Fund (quarterly)    SRV price (monthly, adj. close)

Other funds also holding SRV

As of 2025 Q4 — sorted by position size

ABSOLUTE INVESTMENT ADVISERS, LLC 0.33% SIT INVESTMENT ASSOCIATES INC 3Y 7Y 0.25% Symphony Financial Services, Inc. 0.11% Quarry LP 3Y 0.09% NWF Advisory Services Inc. 0.07% J.W. COLE ADVISORS, INC. 3Y 0.03% Summit Financial, LLC 3Y 7Y 0.03% Stratos Wealth Advisors, LLC 3Y 7Y 0.02% Focus Financial Network, Inc. 0.02% WEDBUSH SECURITIES INC 3Y 7Y 0.01%
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