Position in SU
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,682,174
-$554,968 QoQ
Shares Held
49,966
+2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#257
of 751 holders
Holding Since
Jun 2022
16 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, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. SU ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
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|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in SU
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,682,174 | 49,966 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,237,142 | 48,966 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,356,403 | 53,120 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,173,241 | 51,979 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,860,066 | 49,668 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,343,893 | 34,708 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,253,545 | 35,133 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,279,610 | 34,659 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $619,544 | 16,261 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $499,687 | 13,538 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $678,414 | 21,174 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $416,204 | 12,106 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $346,269 | 11,810 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $305,842 | 9,850 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $311,556 | 9,819 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $199,372 | 5,685 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||