Position in SU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,028,508
-$218,193 QoQ
Shares Held
19,160
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#353
of 751 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 78%
Shared 11%
None 11%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026CHICAGO TRUST Co NA holds $19,685,851 across 5 Oil & Gas Integrated names. SU ranks #4 (5.2% of the industry book) .
All Filings in SU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,028,508 | 19,160 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,246,701 | 18,858 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $887,687 | 20,011 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $830,763 | 19,870 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $547,893 | 14,630 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $458,173 | 11,833 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $359,225 | 10,068 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $373,962 | 10,129 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $354,558 | 9,306 | Shares | Sole | 2024-07-11 | |
| No filing history on record for this holder in this stock. | ||||||