Position in SU
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$2,418,502
+$745,731 QoQ
Shares Held
36,583
-3.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026FOSTER & MOTLEY INC holds $32,809,734 across 9 Oil & Gas Integrated names. SU ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NFG |
National Fuel Gas Co
|
79,631 | $7,482,128 | |
| 2 | XOM |
Exxon Mobil Corp
|
43,364 | $7,357,136 | |
| 3 | CVX |
Chevron Corp
|
35,517 | $7,348,467 | |
| 4 | EQNR |
Equinor ASA
|
74,211 | $3,131,704 | |
| 5 | SU |
Suncor Energy Inc
This page
|
36,583 | $2,418,502 | |
| 6 | SHEL |
Shell plc
|
20,207 | $1,879,251 | |
| 7 | TTE |
TotalEnergies SE
|
18,270 | $1,662,204 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
41,685 | $864,963 |
All Filings in SU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||