Position in SU
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$19,304
+$6,440 QoQ
Shares Held
292
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Sunbelt Securities, Inc. holds $236,578,464 across 11 Oil & Gas Integrated names. SU ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,351,473 | $229,290,909 | |
| 2 | CVX |
Chevron Corp
|
26,565 | $5,496,298 | |
| 3 | SHEL |
Shell plc
|
13,945 | $1,296,885 | |
| 4 | BP |
Bp PLC
|
6,004 | $282,188 | |
| 5 | TTE |
TotalEnergies SE
|
888 | $80,790 | |
| 6 | YPF |
Ypf Sociedad Anonima
|
1,353 | $62,535 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,141 | $40,155 | |
| 8 | SU |
Suncor Energy Inc
This page
|
292 | $19,304 |
All Filings in SU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,304 | 292 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,864 | 290 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $13,922 | 333 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,872 | 50 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $1,784 | 50 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $3,175 | 86 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $3,276 | 86 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $3,174 | 86 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,755 | 86 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,956 | 86 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $31,841 | 1,086 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $31,050 | 1,000 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||