Position in SU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,839,621
-$754,097 QoQ
Shares Held
71,528
+2.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#233
of 751 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 6%
Shared 11%
None 83%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cerity Partners LLC holds $603,510,325 across 13 Oil & Gas Integrated names. SU ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,066,962 | $282,595,043 | |
| 2 | CVX |
Chevron Corp
|
1,372,649 | $227,530,297 | |
| 3 | SHEL |
Shell plc
|
461,152 | $35,757,723 | |
| 4 | BP |
Bp PLC
|
526,262 | $19,445,379 | |
| 5 | TTE |
TotalEnergies SE
|
152,945 | $11,893,001 | |
| 6 | IMO |
Imperial Oil Ltd
|
99,082 | $11,099,164 | |
| 7 | NFG |
National Fuel Gas Co
|
59,416 | $4,587,507 | |
| 8 | SU |
Suncor Energy Inc
This page
|
71,528 | $3,839,621 |
All Filings in SU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,839,621 | 71,528 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,593,718 | 69,486 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,832,473 | 63,852 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,775,222 | 66,377 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,554,988 | 68,224 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,792,525 | 72,121 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,464,449 | 41,044 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,681,226 | 45,537 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $975,283 | 25,598 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,176,875 | 31,885 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $682,291 | 21,295 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $342,115 | 9,951 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $673,656 | 22,976 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $434,575 | 13,996 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $422,611 | 13,319 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $325,357 | 11,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $519,491 | 14,813 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $322,217 | 9,887 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $293,501 | 11,726 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||