Position in SU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$351,765
+$149,535 QoQ
Shares Held
6,553
+114.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#484
of 751 holders
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $38,294,426 across 14 Oil & Gas Integrated names. SU ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
171,296 | $23,419,589 | |
| 2 | CVX |
Chevron Corp
|
65,858 | $10,916,622 | |
| 3 | SHEL |
Shell plc
|
13,826 | $1,072,068 | |
| 4 | NFG |
National Fuel Gas Co
|
11,784 | $909,842 | |
| 5 | IMO |
Imperial Oil Ltd
|
5,326 | $596,618 | |
| 6 | BP |
Bp PLC
|
10,734 | $396,621 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,601 | $387,060 | |
| 8 | SU |
Suncor Energy Inc
This page
|
6,553 | $351,765 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,765 | 6,553 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $202,230 | 3,059 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $46,444 | 1,047 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $35,705 | 854 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $53,478 | 1,428 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $43,327 | 1,119 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $36,607 | 1,026 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $31,677 | 858 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $33,489 | 879 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $32,443 | 879 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $62,125 | 1,939 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $83,852 | 2,439 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $56,851 | 1,939 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $61,882 | 1,993 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $251 | 6,002 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $223,482 | 7,939 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $236,862 | 6,754 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $34,219 | 1,050 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $18,021 | 720 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $15,306 | 738 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $26,343 | 1,099 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $16,051 | 768 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $24,683 | 1,471 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $15,177 | 1,241 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $21,951 | 1,302 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $23,700 | 1,500 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||