Position in SU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$279,511
-$81,846 QoQ
Shares Held
5,207
-4.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#511
of 750 holders
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Syverson Strege & Co holds $3,493,416 across 4 Oil & Gas Integrated names. SU ranks #4 (8.0% of the industry book) .
All Filings in SU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,511 | 5,207 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $361,357 | 5,466 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $242,560 | 5,468 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $228,993 | 5,477 | Shares | Sole | 2025-12-01 | |
| 2025-06-30 | $206,649 | 5,518 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $17,108 | 551 | Shares | Sole | 2023-05-03 | |
| No filing history on record for this holder in this stock. | ||||||