Position in SU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$671,000
-$155,375 QoQ
Shares Held
12,500
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#400
of 750 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Belpointe Asset Management LLC holds $17,906,239 across 8 Oil & Gas Integrated names. SU ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
69,014 | $9,435,594 | |
| 2 | CVX |
Chevron Corp
|
36,608 | $6,068,142 | |
| 3 | SU |
Suncor Energy Inc
This page
|
12,500 | $671,000 | |
| 4 | SHEL |
Shell plc
|
7,536 | $584,341 | |
| 5 | IMO |
Imperial Oil Ltd
|
4,441 | $497,480 | |
| 6 | EQNR |
Equinor ASA
|
7,260 | $227,964 | |
| 7 | BP |
Bp PLC
|
5,788 | $213,866 | |
| 8 | TTE |
TotalEnergies SE
|
2,673 | $207,852 |
All Filings in SU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,000 | 12,500 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $826,375 | 12,500 | Shares | Other | 2026-04-28 | |
| 2023-03-31 | $183,505 | 5,910 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $197,424 | 6,222 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $209,464 | 7,441 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $262,393 | 7,482 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $255,342 | 7,835 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $264,942 | 10,585 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $168,076 | 8,104 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $205,422 | 8,570 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||