Position in SU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$387,032
-$48,897 QoQ
Shares Held
7,210
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#468
of 751 holders
Holding Since
Mar 2020
13 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 Jun 30, 2026Sowell Financial Services LLC holds $15,588,305 across 8 Oil & Gas Integrated names. SU ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
73,222 | $12,137,278 | |
| 2 | SHEL |
Shell plc
|
14,395 | $1,116,188 | |
| 3 | CVE |
Cenovus Energy Inc.
|
29,707 | $737,030 | |
| 4 | BP |
Bp PLC
|
11,681 | $431,612 | |
| 5 | SU |
Suncor Energy Inc
This page
|
7,210 | $387,032 | |
| 6 | EQNR |
Equinor ASA
|
10,455 | $328,287 | |
| 7 | YPF |
Ypf Sociedad Anonima
|
5,131 | $233,306 | |
| 8 | TTE |
TotalEnergies SE
|
2,798 | $217,572 |
All Filings in SU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,032 | 7,210 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $435,929 | 6,594 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $314,601 | 7,092 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $260,434 | 6,229 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $224,700 | 6,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $229,803 | 5,935 | Shares | Sole | 2025-04-17 | |
| 2023-12-31 | $327,609 | 10,225 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $354,904 | 10,323 | Shares | Sole | 2023-11-08 | |
| 2021-03-31 | $54,549 | 2,610 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $43,795 | 2,610 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $32,299 | 2,641 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $43,836 | 2,600 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $41,080 | 2,600 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||