Steward Partners Investment Advisory, LLC
Position in SU — Suncor Energy Inc
CIK 1723397
STAMFORD, CT
Position in SU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,502,234
+$164,565 QoQ
Shares Held
27,985
+38.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#320
of 751 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $143,797,975 across 17 Oil & Gas Integrated names. SU ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
550,566 | $75,273,383 | |
| 2 | CVX |
Chevron Corp
|
323,860 | $53,683,033 | |
| 3 | SHEL |
Shell plc
|
52,352 | $4,059,374 | |
| 4 | BP |
Bp PLC
|
84,620 | $3,126,709 | |
| 5 | TTE |
TotalEnergies SE
|
26,369 | $2,050,453 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
117,913 | $1,901,590 | |
| 7 | SU |
Suncor Energy Inc
This page
|
27,985 | $1,502,234 | |
| 8 | NFG |
National Fuel Gas Co
|
11,428 | $882,355 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,502,234 | 27,985 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,337,669 | 20,234 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $693,169 | 15,626 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $588,392 | 14,073 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $470,746 | 12,570 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $478,192 | 12,350 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $390,410 | 10,942 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $207,121 | 5,610 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $219,456 | 5,760 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $195,106 | 5,286 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $180,513 | 5,634 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $200,057 | 5,819 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $296,542 | 10,114 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $124,603 | 4,013 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $133,012 | 4,192 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $121,382 | 4,312 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $162,549 | 4,635 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $130,653 | 4,009 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $103,799 | 4,147 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $96,337 | 4,645 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $70,759 | 2,952 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $57,516 | 2,752 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $38,577 | 2,299 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $20,668 | 1,690 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $38,946 | 2,310 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $33,164 | 2,099 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||