Position in SU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$205,111
-$92,317 QoQ
Shares Held
3,821
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#561
of 751 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $48,598,309 across 6 Oil & Gas Integrated names. SU ranks #6 (0.4% of the industry book) .
All Filings in SU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $205,111 | 3,821 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $297,428 | 4,499 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $226,413 | 5,104 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||