Position in SU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$324,764
+$17,948 QoQ
Shares Held
6,050
+30.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#494
of 751 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $34,388,162 across 8 Oil & Gas Integrated names. SU ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
172,344 | $28,567,741 | |
| 2 | SHEL |
Shell plc
|
32,522 | $2,521,755 | |
| 3 | BP |
Bp PLC
|
25,892 | $956,709 | |
| 4 | TTE |
TotalEnergies SE
|
10,070 | $783,043 | |
| 5 | NFG |
National Fuel Gas Co
|
8,808 | $680,065 | |
| 6 | E |
Eni Spa
|
8,175 | $383,080 | |
| 7 | SU |
Suncor Energy Inc
This page
|
6,050 | $324,764 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,582 | $171,005 |
All Filings in SU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,764 | 6,050 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $306,816 | 4,641 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $302,047 | 6,809 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||