Position in SU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$2,086,487
-$479,175 QoQ
Shares Held
38,869
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#279
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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $5,238,924 across 8 Oil & Gas Integrated names. SU ranks #2 (39.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
18,366 | $3,044,348 | |
| 2 | SU |
Suncor Energy Inc
This page
|
38,869 | $2,086,487 | |
| 3 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,620 | $42,339 | |
| 4 | TTE |
TotalEnergies SE
|
285 | $22,161 | |
| 5 | BP |
Bp PLC
|
587 | $21,689 | |
| 6 | SHEL |
Shell plc
|
222 | $17,213 | |
| 7 | NFG |
National Fuel Gas Co
|
53 | $4,092 | |
| 8 | CVE |
Cenovus Energy Inc.
|
24 | $595 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,086,487 | 38,869 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,565,662 | 38,809 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,687,321 | 38,037 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,565,324 | 37,439 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,399,469 | 37,369 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $1,417,577 | 36,611 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,324,512 | 37,122 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,383,281 | 37,467 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,457,629 | 38,258 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,440,412 | 39,025 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,272,949 | 39,730 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,374,237 | 39,972 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,342,357 | 45,783 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,428,672 | 46,012 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,513,235 | 47,691 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,341,150 | 47,643 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,680,694 | 47,924 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,854,794 | 56,913 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,564,575 | 62,508 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,440,206 | 69,441 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,657,597 | 69,153 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,218,449 | 58,299 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $467,608 | 27,867 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $347,490 | 28,413 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $519,878 | 30,835 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $641,669 | 40,612 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||