Position in SU
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$392,347
-$90,850 QoQ
Shares Held
7,309
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#464
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026JFS WEALTH ADVISORS, LLC holds $8,117,602 across 12 Oil & Gas Integrated names. SU ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
30,895 | $4,223,964 | |
| 2 | CVX |
Chevron Corp
|
16,500 | $2,735,040 | |
| 3 | SU |
Suncor Energy Inc
This page
|
7,309 | $392,347 | |
| 4 | SHEL |
Shell plc
|
3,790 | $293,876 | |
| 5 | NFG |
National Fuel Gas Co
|
3,723 | $287,452 | |
| 6 | TTE |
TotalEnergies SE
|
1,074 | $83,514 | |
| 7 | BP |
Bp PLC
|
1,355 | $50,067 | |
| 8 | E |
Eni Spa
|
494 | $23,148 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,347 | 7,309 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $483,197 | 7,309 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $324,227 | 7,309 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $305,589 | 7,309 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $273,722 | 7,309 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $285,831 | 7,382 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $264,781 | 7,421 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $272,543 | 7,382 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $281,254 | 7,382 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $272,469 | 7,382 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $235,974 | 7,365 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $251,283 | 7,309 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $214,299 | 7,309 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $226,944 | 7,309 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $231,914 | 7,309 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $190,857 | 6,780 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $235,179 | 6,706 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $214,539 | 6,583 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $152,507 | 6,093 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $124,440 | 6,000 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $143,820 | 6,000 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $125,400 | 6,000 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $100,680 | 6,000 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $73,380 | 6,000 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $101,160 | 6,000 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $94,800 | 6,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||