Position in SU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$840,572
-$79,215 QoQ
Shares Held
15,659
+12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#372
of 751 holders
Holding Since
Mar 2024
9 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, 2026Merit Financial Group, LLC holds $95,113,975 across 10 Oil & Gas Integrated names. SU ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
416,171 | $56,898,893 | |
| 2 | CVX |
Chevron Corp
|
185,088 | $30,680,182 | |
| 3 | SHEL |
Shell plc
|
28,145 | $2,182,360 | |
| 4 | BP |
Bp PLC
|
47,035 | $1,737,941 | |
| 5 | NFG |
National Fuel Gas Co
|
14,134 | $1,091,283 | |
| 6 | TTE |
TotalEnergies SE
|
13,303 | $1,034,438 | |
| 7 | SU |
Suncor Energy Inc
This page
|
15,659 | $840,572 | |
| 8 | E |
Eni Spa
|
5,834 | $273,379 |
All Filings in SU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,572 | 15,659 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $919,787 | 13,913 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $596,684 | 13,451 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $546,749 | 13,077 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $483,367 | 12,907 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $365,090 | 9,429 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $294,859 | 8,264 | Shares | Sole | 2025-01-15 | |
| 2024-06-30 | $287,312 | 7,541 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $270,439 | 7,327 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||