Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| DEVON ENERGY CORP/DE | 95,880.76 | reported | 04 Jun 2025 | tx 18+103,004 |
| SM Energy Co | 51,102 | reported | 02 Aug 2013 | tx 38+92,480−86,327 |
| NATIONAL FUEL GAS CO | 21,290 | reported | 02 Jan 2026 | tx 25+19,090 |
| CVR ENERGY INC | 11,715 | reported | 30 Dec 2011 | tx 2+11,715 |
| PUTNAM MUNICIPAL OPPORTUNITIES TRUST | 100 | reported | 02 Jul 2010 | tx 1+100 |
| HIGH INCOME SECURITIES FUND | 100 | reported | 02 Jul 2010 | tx 1+100 |
| PUTNAM MANAGED MUNICIPAL INCOME TRUST | 100 | reported | 02 Jul 2010 | tx 1+100 |
| PUTNAM PREMIER INCOME TRUST | 100 | reported | 02 Jul 2010 | tx 1+100 |
| PUTNAM MASTER INTERMEDIATE INCOME TRUST | 100 | reported | 02 Jul 2010 | tx 1+100 |
| BUCKEYE PARTNERS L P | 0 | reported | 01 Nov 2019 | tx 15+20,917−20,917 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 02 Jan 2026 | GRANT_AWARD | NATIONAL FUEL GAS CO | 541 | 80.95 USD | |
| 01 Oct 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 471 | 92.96 USD | |
| 01 Jul 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 518 | 84.62 USD | |
| 04 Jun 2025 | GRANT_AWARD | DEVON ENERGY CORP/DE | 7,288 | 0.00 USD | |
| 01 Apr 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 552 | 79.27 USD | |
| 02 Jan 2025 | GRANT_AWARD | NATIONAL FUEL GAS CO | 715 | 61.22 USD | |
| 01 Oct 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 725 | 60.37 USD | |
| 01 Jul 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 806 | 54.30 USD | |
| 05 Jun 2024 | GRANT_AWARD | DEVON ENERGY CORP/DE | 5,068 | 0.00 USD | |
| 01 Apr 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 820 | 53.37 USD | |
| 02 Jan 2024 | GRANT_AWARD | NATIONAL FUEL GAS CO | 865 | 50.60 USD | |
| 02 Oct 2023 | GRANT_AWARD | NATIONAL FUEL GAS CO | 857 | 51.07 USD | |
| 03 Jul 2023 | GRANT_AWARD | NATIONAL FUEL GAS CO | 849 | 51.59 USD | |
| 07 Jun 2023 | GRANT_AWARD | DEVON ENERGY CORP/DE | 4,596 | 0.00 USD | |
| 03 Apr 2023 | GRANT_AWARD | NATIONAL FUEL GAS CO | 758 | 57.75 USD | |
| 09 Jan 2023 | GRANT_AWARD | DEVON ENERGY CORP/DE | 582 | 0.00 USD | |
| 03 Jan 2023 | GRANT_AWARD | NATIONAL FUEL GAS CO | 710 | 61.63 USD | |
| 03 Oct 2022 | GRANT_AWARD | NATIONAL FUEL GAS CO | 692 | 63.29 USD | |
| 01 Jul 2022 | GRANT_AWARD | NATIONAL FUEL GAS CO | 656 | 66.74 USD | |
| 08 Jun 2022 | GRANT_AWARD | DEVON ENERGY CORP/DE | 2,952 | 0.00 USD | |
| 01 Apr 2022 | GRANT_AWARD | NATIONAL FUEL GAS CO | 626 | 69.98 USD | |
| 03 Jan 2022 | GRANT_AWARD | NATIONAL FUEL GAS CO | 688 | 63.66 USD | |
| 01 Oct 2021 | GRANT_AWARD | NATIONAL FUEL GAS CO | 821 | 53.32 USD | |
| 01 Jul 2021 | GRANT_AWARD | NATIONAL FUEL GAS CO | 829 | 52.78 USD | |
| 09 Jun 2021 | GRANT_AWARD | DEVON ENERGY CORP/DE | 7,685 | 0.00 USD |
1 purchase reported after at least 12 months of silence — most recent on 06 Jul 2015.