Position in SU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$678,622
-$237,662 QoQ
Shares Held
12,642
-8.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#395
of 750 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 35%
Shared 0%
None 65%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026180 WEALTH ADVISORS, LLC holds $4,938,172 across 5 Oil & Gas Integrated names. SU ranks #2 (13.7% of the industry book) .
All Filings in SU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,622 | 12,642 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $916,284 | 13,860 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $674,626 | 15,208 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $608,920 | 14,564 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $613,955 | 16,394 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $609,956 | 15,753 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $551,470 | 15,456 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $526,737 | 14,267 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $472,821 | 12,410 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $344,997 | 9,347 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $298,324 | 9,311 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $335,755 | 9,766 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $274,024 | 9,346 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||