Position in SU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,143,818
-$323,671 QoQ
Shares Held
39,937
+7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#274
of 749 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, 2026SIGNATUREFD, LLC holds $36,799,684 across 14 Oil & Gas Integrated names. SU ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
102,452 | $14,007,237 | |
| 2 | CVX |
Chevron Corp
|
31,379 | $5,201,383 | |
| 3 | SHEL |
Shell plc
|
64,021 | $4,964,188 | |
| 4 | TTE |
TotalEnergies SE
|
44,361 | $3,449,511 | |
| 5 | SU |
Suncor Energy Inc
This page
|
39,937 | $2,143,818 | |
| 6 | CVE |
Cenovus Energy Inc.
|
70,616 | $1,751,982 | |
| 7 | E |
Eni Spa
|
29,277 | $1,371,920 | |
| 8 | BP |
Bp PLC
|
33,074 | $1,222,084 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,143,818 | 39,937 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,467,489 | 37,324 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,596,427 | 35,988 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,489,732 | 35,631 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,310,824 | 35,002 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,127,061 | 29,108 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,051,382 | 29,467 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,043,617 | 28,267 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,010,793 | 26,530 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $964,384 | 26,128 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $720,964 | 22,502 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $698,773 | 20,325 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $545,645 | 18,610 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $545,703 | 17,575 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $531,287 | 16,744 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $485,756 | 17,256 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $560,944 | 15,995 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $486,112 | 14,916 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $329,519 | 13,165 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $247,241 | 11,921 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $221,386 | 9,236 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $169,540 | 8,112 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $117,778 | 7,019 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $65,161 | 5,328 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $133,430 | 7,914 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $115,877 | 7,334 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||