Position in SU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,766,608
-$651,894 QoQ
Shares Held
32,910
-10.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#295
of 750 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026FOSTER & MOTLEY INC holds $25,035,266 across 9 Oil & Gas Integrated names. SU ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFG |
National Fuel Gas Co
|
78,230 | $6,040,138 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
42,666 | $5,833,295 | |
| 3 | CVX |
Chevron Corp
|
32,132 | $5,326,200 | |
| 4 | EQNR |
Equinor ASA
|
70,485 | $2,213,229 | |
| 5 | SU |
Suncor Energy Inc
This page
|
32,910 | $1,766,608 | |
| 6 | SHEL |
Shell plc
|
17,790 | $1,379,436 | |
| 7 | TTE |
TotalEnergies SE
|
15,447 | $1,201,158 | |
| 8 | BP |
Bp PLC
|
21,619 | $798,822 |
All Filings in SU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,766,608 | 32,910 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,418,502 | 36,583 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,672,771 | 37,709 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,589,616 | 38,020 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,442,536 | 38,519 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,552,981 | 40,108 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $750,849 | 21,044 | Shares | Sole | 2025-01-23 | |
| 2020-03-31 | $373,828 | 23,660 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||