Position in SU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$429,547
-$59,931 QoQ
Shares Held
8,002
+8.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#451
of 750 holders
Holding Since
Sep 2025
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, 2026Family Manage LLC holds $4,020,410 across 6 Oil & Gas Integrated names. SU ranks #5 (10.7% of the industry book) .
All Filings in SU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,547 | 8,002 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $489,478 | 7,404 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,345 | 6,703 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $215,530 | 5,155 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||