Position in SU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,938,109
-$3,114,278 QoQ
Shares Held
222,394
-2.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#157
of 750 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,975,135,844 across 17 Oil & Gas Integrated names. SU ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,082,157 | $968,272,505 | |
| 2 | CVX |
Chevron Corp
|
4,359,921 | $722,700,504 | |
| 3 | TTE |
TotalEnergies SE
|
1,249,548 | $97,164,852 | |
| 4 | SHEL |
Shell plc
|
931,658 | $72,240,761 | |
| 5 | BP |
Bp PLC
|
1,194,288 | $44,128,941 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
816,963 | $12,995,479 | |
| 7 | IMO |
Imperial Oil Ltd
|
107,133 | $12,001,038 | |
| 8 | SU |
Suncor Energy Inc
This page
|
222,394 | $11,938,109 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,938,109 | 222,394 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,052,387 | 227,687 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,321,418 | 232,674 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,179,773 | 243,477 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,867,982 | 210,093 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,757,474 | 200,348 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $8,449,059 | 236,801 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,195,236 | 276,144 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,300,030 | 270,342 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,106,435 | 246,720 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,487,973 | 296,129 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,793,888 | 255,785 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,199,056 | 245,534 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $7,607,250 | 245,000 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $7,463,689 | 235,225 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,305,035 | 117,408 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,835,977 | 137,895 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $4,138,832 | 126,997 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,840,905 | 113,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,282,685 | 110,062 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,640,511 | 110,159 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,171,886 | 103,918 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,471,169 | 87,674 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,253,758 | 102,515 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,750,186 | 103,807 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,677,233 | 106,154 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||