Position in SU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$157,975
-$98,133 QoQ
Shares Held
2,943
-24.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#579
of 751 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. SU ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
This page
|
2,943 | $157,975 |
All Filings in SU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,975 | 2,943 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $256,108 | 3,874 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $136,891 | 3,086 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $123,211 | 2,947 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $99,876 | 2,667 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $85,297 | 2,203 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $94,156 | 2,639 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $102,300 | 2,771 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $108,735 | 2,854 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $100,762 | 2,730 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $75,388 | 2,353 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $75,599 | 2,199 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $43,186 | 1,473 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $49,398 | 1,591 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $59,555 | 1,877 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $43,687 | 1,552 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $93,460 | 2,665 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $40,900 | 1,255 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $33,289 | 1,330 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||