Position in SU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$267,053
-$89,673 QoQ
Shares Held
4,975
-7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#519
of 751 holders
Holding Since
Jun 2022
13 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, 2026AE Wealth Management LLC holds $93,126,139 across 7 Oil & Gas Integrated names. SU ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
528,734 | $87,642,909 | |
| 2 | TTE |
TotalEnergies SE
|
24,862 | $1,933,263 | |
| 3 | SHEL |
Shell plc
|
14,501 | $1,124,402 | |
| 4 | NFG |
National Fuel Gas Co
|
12,706 | $981,011 | |
| 5 | BP |
Bp PLC
|
26,159 | $966,569 | |
| 6 | SU |
Suncor Energy Inc
This page
|
4,975 | $267,053 | |
| 7 | IMO |
Imperial Oil Ltd
|
1,883 | $210,932 |
All Filings in SU
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,053 | 4,975 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $356,726 | 5,396 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $224,947 | 5,071 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $204,323 | 4,887 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $200,655 | 5,358 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $215,049 | 5,554 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $272,436 | 8,503 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $306,875 | 8,926 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $240,511 | 8,203 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $245,077 | 7,893 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $286,236 | 9,021 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $248,958 | 8,844 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $308,019 | 8,783 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||