Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$605,725
-$423,211 QoQ
Shares Held
11,284
-27.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 750 holders
Holding Since
Mar 2020
26 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, 2026REGIONS FINANCIAL CORP holds $370,895,186 across 9 Oil & Gas Integrated names. SU ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,724,016 | $235,707,467 | |
| 2 | CVX |
Chevron Corp
|
765,285 | $126,853,641 | |
| 3 | SHEL |
Shell plc
|
45,997 | $3,566,607 | |
| 4 | TTE |
TotalEnergies SE
|
17,807 | $1,384,672 | |
| 5 | BP |
Bp PLC
|
34,779 | $1,285,084 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
52,386 | $846,557 | |
| 7 | SU |
Suncor Energy Inc
This page
|
11,284 | $605,725 | |
| 8 | NFG |
National Fuel Gas Co
|
5,061 | $390,759 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,725 | 11,284 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $1,028,936 | 15,564 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $563,505 | 12,703 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $927,513 | 22,184 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $1,342,170 | 35,839 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,738,528 | 44,900 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $2,188,575 | 61,339 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,780,038 | 75,299 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,535,707 | 66,554 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,499,323 | 67,714 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $2,422,671 | 75,614 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $3,213,600 | 93,473 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $2,954,604 | 100,771 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,859,021 | 92,078 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,855,889 | 90,006 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $2,541,634 | 90,289 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $3,284,304 | 93,650 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $3,787,772 | 116,225 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $2,982,023 | 119,138 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $2,895,013 | 139,586 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $2,924,315 | 121,999 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,523,317 | 72,886 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,667,109 | 99,351 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,236,917 | 101,138 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,706,552 | 101,219 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,398,836 | 88,534 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||