Position in SU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,201,108
-$2,727,530 QoQ
Shares Held
96,891
-19.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#209
of 751 holders
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $455,964,268 across 13 Oil & Gas Integrated names. SU ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,621,680 | $221,716,089 | |
| 2 | CVX |
Chevron Corp
|
1,249,960 | $207,193,369 | |
| 3 | SHEL |
Shell plc
|
116,520 | $9,034,960 | |
| 4 | SU |
Suncor Energy Inc
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|
96,891 | $5,201,108 | |
| 5 | BP |
Bp PLC
|
123,000 | $4,544,850 | |
| 6 | TTE |
TotalEnergies SE
|
47,262 | $3,675,093 | |
| 7 | NFG |
National Fuel Gas Co
|
18,146 | $1,401,052 | |
| 8 | IMO |
Imperial Oil Ltd
|
10,758 | $1,205,111 |
All Filings in SU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,201,108 | 96,891 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,928,638 | 119,931 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,962,420 | 111,867 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,620,130 | 110,503 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,514,467 | 67,142 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,443,193 | 63,099 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,956,869 | 54,845 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,797,745 | 48,693 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,508,493 | 39,593 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $956,670 | 25,919 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $809,875 | 25,277 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $677,457 | 19,705 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $589,889 | 20,119 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $641,275 | 20,653 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $886,694 | 27,945 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $760,556 | 27,018 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,163 | 25,411 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $570,781 | 17,514 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $280,297 | 16,625 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||