Position in SU
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$204,213
-$96,285 QoQ
Shares Held
3,089
-61.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority
Sole 93.97863386209129.ToString("F0")%
Shared 0.ToString("F0")%
None 6.021366137908708.ToString("F0")%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Aptus Capital Advisors, LLC holds $131,898,593 across 8 Oil & Gas Integrated names. SU ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
Exxon Mobil Corp
|
493,998 | $83,811,700 | |
| 2 | CVX |
Chevron Corp
|
152,848 | $31,624,250 | |
| 3 | NFG |
National Fuel Gas Co
|
134,004 | $12,591,015 | |
| 4 | BP |
Bp PLC
|
27,234 | $1,279,998 | |
| 5 | SHEL |
Shell plc
|
11,540 | $1,073,220 | |
| 6 | TTE |
TotalEnergies SE
|
9,341 | $849,843 | |
| 7 | CVE |
Cenovus Energy Inc.
|
17,503 | $464,354 | |
| 8 | SU |
Suncor Energy Inc
This page
|
3,089 | $204,213 |
All Filings in SU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,213 | 3,089 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $300,498 | 8,024 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||