Position in SU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$27,001
+$24,343 QoQ
Shares Held
503
+598.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#643
of 751 holders
Holding Since
Mar 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $1,494,757 across 8 Oil & Gas Integrated names. SU ranks #3 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,574 | $1,035,517 | |
| 2 | CVX |
Chevron Corp
|
2,405 | $398,652 | |
| 3 | SU |
Suncor Energy Inc
This page
|
503 | $27,001 | |
| 4 | TTE |
TotalEnergies SE
|
238 | $18,506 | |
| 5 | SHEL |
Shell plc
|
138 | $10,700 | |
| 6 | EQNR |
Equinor ASA
|
67 | $2,103 | |
| 7 | BP |
Bp PLC
|
49 | $1,810 | |
| 8 | E |
Eni Spa
|
10 | $468 |
All Filings in SU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,001 | 503 | Shares | Sole | 2026-08-06 | |
| 2024-09-30 | $2,658 | 72 | Shares | Sole | 2024-10-30 | |
| 2022-06-30 | $2,419 | 69 | Shares | Sole | 2022-08-02 | |
| 2021-12-31 | $135,837 | 5,427 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $112,555 | 5,427 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $130,085 | 5,427 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $113,424 | 5,427 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $91,065 | 5,427 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $66,372 | 5,427 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $91,499 | 5,427 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $85,746 | 5,427 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||