Position in SU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$606,427
+$241,300 QoQ
Shares Held
9,173
+11.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026CWM, LLC holds $283,688,437 across 14 Oil & Gas Integrated names. SU ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,030,824 | $174,889,599 | |
| 2 | CVX |
Chevron Corp
|
398,906 | $82,533,651 | |
| 3 | TTE |
TotalEnergies SE
|
93,024 | $8,463,323 | |
| 4 | NFG |
National Fuel Gas Co
|
60,903 | $5,722,445 | |
| 5 | SHEL |
Shell plc
|
61,089 | $5,681,277 | |
| 6 | BP |
Bp PLC
|
94,743 | $4,452,921 | |
| 7 | SU |
Suncor Energy Inc
This page
|
9,173 | $606,427 | |
| 8 | E |
Eni Spa
|
6,806 | $385,287 |
All Filings in SU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $606,427 | 9,173 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $365,127 | 8,231 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $309,644 | 7,406 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $223,763 | 5,975 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $231,429 | 5,977 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $228,423 | 6,402 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $196,119 | 5,312 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $168,325 | 4,418 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $140,996 | 3,820 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $104,866 | 3,273 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $115,551 | 3,361 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $79,486 | 2,711 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $69,614 | 2,242 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $71,868 | 2,265 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $76,173 | 2,706 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $54,849 | 1,564 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $39,987 | 1,227 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $23,753 | 949 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $29,626 | 1,236 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $25,832 | 1,236 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $20,740 | 1,236 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $15,116 | 1,236 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $20,838 | 1,236 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $19,528 | 1,236 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||