Position in SU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$280,692
-$40,338 QoQ
Shares Held
5,229
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#510
of 751 holders
Holding Since
Dec 2024
4 quarters on record
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Summit Global Investments holds $12,750,966 across 8 Oil & Gas Integrated names. SU ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
28,648 | $3,916,754 | |
| 2 | CVX |
Chevron Corp
|
18,804 | $3,116,951 | |
| 3 | SHEL |
Shell plc
|
21,558 | $1,671,607 | |
| 4 | E |
Eni Spa
|
26,239 | $1,229,559 | |
| 5 | TTE |
TotalEnergies SE
|
14,817 | $1,152,169 | |
| 6 | NFG |
National Fuel Gas Co
|
14,254 | $1,100,551 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
19,309 | $282,683 | |
| 8 | SU |
Suncor Energy Inc
This page
|
5,229 | $280,692 |
All Filings in SU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,692 | 5,229 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $321,030 | 4,856 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $224,239 | 5,055 | Shares | Sole | 2026-02-18 | |
| 2024-12-31 | $2,385,885 | 66,869 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||