Position in SU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$209,083
+$4,870 QoQ
Shares Held
3,895
+26.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#556
of 750 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $110,034,725 across 8 Oil & Gas Integrated names. SU ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
512,884 | $70,121,500 | |
| 2 | CVX |
Chevron Corp
|
158,001 | $26,190,244 | |
| 3 | NFG |
National Fuel Gas Co
|
134,822 | $10,409,606 | |
| 4 | BP |
Bp PLC
|
24,977 | $922,899 | |
| 5 | TTE |
TotalEnergies SE
|
11,589 | $901,160 | |
| 6 | SHEL |
Shell plc
|
11,404 | $884,266 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,960 | $395,967 | |
| 8 | SU |
Suncor Energy Inc
This page
|
3,895 | $209,083 |
All Filings in SU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,083 | 3,895 | Shares | Sole | 2026-08-12 | |
| 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. | ||||||