Position in SU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,096,481
-$3,275,709 QoQ
Shares Held
76,313
-31.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#227
of 751 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $15,095,660 across 4 Oil & Gas Integrated names. SU ranks #3 (27.1% of the industry book) .
All Filings in SU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,096,481 | 76,313 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $7,372,190 | 111,514 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $11,088,712 | 249,971 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $15,289,999 | 365,702 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $15,892,655 | 424,370 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $17,581,279 | 454,062 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $18,044,338 | 505,727 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,593,295 | 530,696 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,738,106 | 570,554 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $22,169,140 | 600,627 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $20,328,674 | 634,478 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $27,447,478 | 798,356 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $25,116,478 | 856,633 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $25,935,660 | 835,287 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,600,942 | 491,678 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||