Position in SU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$668,316
-$196,931 QoQ
Shares Held
12,450
-4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#401
of 751 holders
Holding Since
Mar 2021
17 quarters on record
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $79,589,154 across 7 Oil & Gas Integrated names. SU ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
272,227 | $37,218,875 | |
| 2 | CVX |
Chevron Corp
|
210,209 | $34,844,243 | |
| 3 | BP |
Bp PLC
|
94,857 | $3,504,966 | |
| 4 | SHEL |
Shell plc
|
24,188 | $1,875,537 | |
| 5 | TTE |
TotalEnergies SE
|
16,883 | $1,312,822 | |
| 6 | SU |
Suncor Energy Inc
This page
|
12,450 | $668,316 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
10,173 | $164,395 |
All Filings in SU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $668,316 | 12,450 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $865,247 | 13,088 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $753,321 | 16,982 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $691,788 | 16,546 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $641,668 | 17,134 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $679,187 | 17,541 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $802,907 | 22,503 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $569,121 | 15,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $860,031 | 22,573 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $751,303 | 20,355 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $804,588 | 25,112 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $852,795 | 24,805 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $469,823 | 16,024 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $409,114 | 13,176 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $357,184 | 11,257 | Shares | Sole | 2023-02-01 | |
| 2021-06-30 | $901,583 | 37,613 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $802,915 | 38,417 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||