Position in SU
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$18,147,855
+$8,278,510 QoQ
Shares Held
274,510
+23.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Creative Planning holds $716,529,325 across 14 Oil & Gas Integrated names. SU ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,234,969 | $379,184,840 | |
| 2 | CVX |
Chevron Corp
|
900,524 | $186,318,415 | |
| 3 | SHEL |
Shell plc
|
455,612 | $42,371,916 | |
| 4 | TTE |
TotalEnergies SE
|
236,867 | $21,550,159 | |
| 5 | SU |
Suncor Energy Inc
This page
|
274,510 | $18,147,855 | |
| 6 | BP |
Bp PLC
|
333,060 | $15,653,820 | |
| 7 | CVE |
Cenovus Energy Inc.
|
525,488 | $13,941,196 | |
| 8 | E |
Eni Spa
|
200,302 | $11,339,096 |
All Filings in SU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,147,855 | 274,510 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,869,345 | 222,483 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,674,141 | 183,548 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $6,266,058 | 167,318 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,755,279 | 122,812 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,836,333 | 275,682 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,644,980 | 261,240 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,526,327 | 250,035 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $8,937,608 | 242,146 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $7,327,259 | 228,691 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,605,233 | 221,211 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,393,577 | 218,062 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $6,537,421 | 210,545 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,705,849 | 211,341 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $5,953,668 | 211,498 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,768,881 | 221,525 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $519,126 | 15,929 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $692,254 | 27,657 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $469,657 | 22,645 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $251,948 | 10,511 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $333,459 | 15,955 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $300,445 | 17,905 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $226,621 | 18,530 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $332,748 | 19,736 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $297,909 | 18,855 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||