Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$315,799
New position
Shares Held
5,883
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#498
of 750 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026West Family Investments, Inc. holds $5,820,799 across 8 Oil & Gas Integrated names. SU ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
12,810 | $1,751,383 | |
| 2 | CVX |
Chevron Corp
|
7,766 | $1,287,292 | |
| 3 | SHEL |
Shell plc
|
12,116 | $939,474 | |
| 4 | BP |
Bp PLC
|
14,902 | $550,628 | |
| 5 | EQNR |
Equinor ASA
|
14,996 | $470,874 | |
| 6 | CVE |
Cenovus Energy Inc.
|
13,585 | $337,043 | |
| 7 | SU |
Suncor Energy Inc
This page
|
5,883 | $315,799 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,415 | $168,306 |
All Filings in SU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,799 | 5,883 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||