Position in SU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$527,298
-$132,017 QoQ
Shares Held
9,823
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#423
of 750 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $3,437,614 across 8 Oil & Gas Integrated names. SU ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
10,600 | $1,757,056 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
5,720 | $782,038 | |
| 3 | SU |
Suncor Energy Inc
This page
|
9,823 | $527,298 | |
| 4 | SHEL |
Shell plc
|
2,205 | $170,975 | |
| 5 | BP |
Bp PLC
|
4,397 | $162,469 | |
| 6 | IMO |
Imperial Oil Ltd
|
174 | $19,491 | |
| 7 | NFG |
National Fuel Gas Co
|
224 | $17,295 | |
| 8 | CVE |
Cenovus Energy Inc.
|
40 | $992 |
All Filings in SU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $527,298 | 9,823 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $659,315 | 9,973 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $444,620 | 10,023 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $419,061 | 10,023 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $412,923 | 11,026 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $437,574 | 11,301 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $403,219 | 11,301 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $418,266 | 11,329 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $437,959 | 11,495 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $424,280 | 11,495 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $372,529 | 11,627 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $411,322 | 11,964 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $350,813 | 11,965 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $326,304 | 10,509 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $333,355 | 10,506 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $296,222 | 10,523 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $368,936 | 10,520 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $342,814 | 10,519 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $263,240 | 10,517 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $224,054 | 10,803 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $258,923 | 10,802 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $225,991 | 10,813 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $219,146 | 13,060 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||