Position in SU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,204,002
+$2,745,484 QoQ
Shares Held
78,316
+255.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#224
of 751 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)
Derivatives in SU
reported options exposure · as of Mar 31, 2025CallValue
$3,240
CallShares
900
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026HighTower Advisors, LLC holds $588,520,985 across 12 Oil & Gas Integrated names. SU ranks #5 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
2,912,517 | $482,778,817 | |
| 2 | TTE |
TotalEnergies SE
|
694,810 | $54,028,425 | |
| 3 | SHEL |
Shell plc
|
293,932 | $22,791,487 | |
| 4 | BP |
Bp PLC
|
272,984 | $10,086,758 | |
| 5 | SU |
Suncor Energy Inc
This page
|
78,316 | $4,204,002 | |
| 6 | EQNR |
Equinor ASA
|
98,851 | $3,103,921 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
180,932 | $2,923,861 | |
| 8 | NFG |
National Fuel Gas Co
|
34,772 | $2,684,746 |
All Filings in SU
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,204,002 | 78,316 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,458,518 | 22,062 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $890,660 | 20,078 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $804,048 | 19,231 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $703,385 | 18,782 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $870,657 | 22,486 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $3,240 | 900 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $1,213,548 | 34,012 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,227,553 | 33,249 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,598,714 | 41,961 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,422,548 | 38,541 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,267,854 | 39,571 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,581,376 | 45,997 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $963,777 | 32,871 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,024,743 | 33,003 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $988,040 | 31,139 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,008,727 | 35,834 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,958,659 | 55,850 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,015,015 | 31,145 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $715,883 | 28,601 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $506,076 | 24,401 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $628,014 | 26,200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $540,327 | 25,853 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $292,576 | 17,436 | Shares | Sole | 2021-02-10 | |
| 2020-12-31 | $4,866 | 290 | Call | Sole | 2021-02-10 | |
| 2020-09-30 | $163,771 | 13,391 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $265,899 | 15,771 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $331,879 | 21,005 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||