Position in SU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$92,811
-$20,831 QoQ
Shares Held
1,729
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#598
of 750 holders
Holding Since
Dec 2024
4 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, 2026CARY STREET PARTNERS FINANCIAL LLC holds $22,319,824 across 6 Oil & Gas Integrated names. SU ranks #6 (0.4% of the industry book) .
All Filings in SU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,811 | 1,729 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $113,642 | 1,719 | Shares | Defined | 2026-04-29 | |
| 2025-03-31 | $152,788 | 3,946 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $249,938 | 7,005 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||