Position in SU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$10,681
-$2,474 QoQ
Shares Held
199
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#690
of 751 holders
Holding Since
Sep 2023
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, 2026Capital Analysts, LLC holds $12,234,919 across 7 Oil & Gas Integrated names. SU ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
47,261 | $7,833,982 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
25,022 | $3,421,007 | |
| 3 | BP |
Bp PLC
|
11,279 | $416,758 | |
| 4 | SHEL |
Shell plc
|
4,659 | $361,258 | |
| 5 | TTE |
TotalEnergies SE
|
2,236 | $173,870 | |
| 6 | IMO |
Imperial Oil Ltd
|
155 | $17,363 | |
| 7 | SU |
Suncor Energy Inc
This page
|
199 | $10,681 |
All Filings in SU
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,681 | 199 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $13,155 | 199 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $9,892 | 223 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $13,169 | 315 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $11,796 | 315 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $14,287 | 369 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $13,165 | 369 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,623 | 369 | Shares | Defined | 2024-11-13 | |
| 2023-09-30 | $1 | 20 | Shares | Defined | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||