Position in SU
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$5,801,350
+$2,140,231 QoQ
Shares Held
87,753
+6.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $70,931,794 across 11 Oil & Gas Integrated names. SU ranks #6 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
103,517 | $17,562,694 | |
| 2 | EQNR |
Equinor ASA
|
201,891 | $8,519,800 | |
| 3 | CVX |
Chevron Corp
|
37,091 | $7,674,127 | |
| 4 | SHEL |
Shell plc
|
79,868 | $7,427,724 | |
| 5 | IMO |
Imperial Oil Ltd
|
54,799 | $7,168,805 | |
| 6 | SU |
Suncor Energy Inc
This page
|
87,753 | $5,801,350 | |
| 7 | BP |
Bp PLC
|
109,418 | $5,142,646 | |
| 8 | TTE |
TotalEnergies SE
|
47,916 | $4,359,397 |
All Filings in SU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,801,350 | 87,753 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,661,119 | 82,532 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,476,794 | 83,157 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,157,521 | 84,313 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,048,812 | 78,740 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,579,167 | 100,313 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,263,004 | 115,466 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $4,189,285 | 109,955 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,871,932 | 104,902 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,774,311 | 86,589 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,951,385 | 85,846 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,211,783 | 75,436 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,230,476 | 71,835 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,143,615 | 67,558 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,410,963 | 85,647 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,923,203 | 54,839 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,124,420 | 34,502 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $543,726 | 21,723 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $307,346 | 14,819 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $475,972 | 19,857 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $421,176 | 20,152 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $232,923 | 13,881 | Shares | Sole | 2021-01-19 | |
| 2020-06-30 | $251,972 | 14,945 | Shares | Sole | 2020-07-15 | |
| No filing history on record for this holder in this stock. | ||||||