Position in SU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,446,192
-$442,702 QoQ
Shares Held
26,941
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#327
of 750 holders
Holding Since
Dec 2023
11 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, 2026World Investment Advisors holds $48,967,931 across 8 Oil & Gas Integrated names. SU ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
227,794 | $31,143,995 | |
| 2 | CVX |
Chevron Corp
|
74,981 | $12,428,850 | |
| 3 | SHEL |
Shell plc
|
25,364 | $1,966,724 | |
| 4 | SU |
Suncor Energy Inc
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|
26,941 | $1,446,192 | |
| 5 | BP |
Bp PLC
|
21,203 | $783,450 | |
| 6 | TTE |
TotalEnergies SE
|
9,675 | $752,328 | |
| 7 | NFG |
National Fuel Gas Co
|
3,010 | $232,402 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
13,242 | $213,990 |
All Filings in SU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,446,192 | 26,941 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,888,894 | 28,572 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,278,898 | 28,830 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,172,435 | 28,042 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,051,146 | 28,068 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,214,606 | 31,369 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $867,379 | 24,310 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $577,465 | 15,641 | Shares | Sole | 2024-11-25 | |
| 2024-06-30 | $562,965 | 14,776 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $313,181 | 8,485 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $430,233 | 13,428 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||