Position in SU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,385,694
+$703,307 QoQ
Shares Held
25,814
+150.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#330
of 751 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Lido Advisors, LLC holds $151,164,906 across 9 Oil & Gas Integrated names. SU ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
721,408 | $98,630,899 | |
| 2 | CVX |
Chevron Corp
|
242,427 | $40,184,698 | |
| 3 | BP |
Bp PLC
|
143,094 | $5,287,323 | |
| 4 | SHEL |
Shell plc
|
44,421 | $3,444,403 | |
| 5 | SU |
Suncor Energy Inc
This page
|
25,814 | $1,385,694 | |
| 6 | TTE |
TotalEnergies SE
|
11,597 | $901,782 | |
| 7 | NFG |
National Fuel Gas Co
|
8,077 | $623,624 | |
| 8 | IMO |
Imperial Oil Ltd
|
4,399 | $492,775 |
All Filings in SU
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,385,694 | 25,814 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $682,387 | 10,322 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $348,979 | 7,867 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $326,242 | 7,803 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $274,657 | 7,334 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $265,966 | 6,869 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $245,406 | 6,878 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $383,340 | 10,383 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $615,466 | 16,154 | Shares | Sole | 2024-08-15 | |
| 2023-09-30 | $214,840 | 6,249 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $259,583 | 8,181 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $218,697 | 7,769 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $269,723 | 7,691 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $250,649 | 7,691 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $355,300 | 14,195 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $310,975 | 14,994 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $359,070 | 14,980 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $310,992 | 14,880 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $250,223 | 14,912 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||