Position in SU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,488,868
+$440,562 QoQ
Shares Held
27,736
+74.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#321
of 751 holders
Holding Since
Dec 2020
13 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, 2026Integrated Wealth Concepts LLC holds $69,205,144 across 15 Oil & Gas Integrated names. SU ranks #7 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
171,057 | $28,354,408 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
172,903 | $23,639,298 | |
| 3 | SHEL |
Shell plc
|
54,254 | $4,206,855 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
138,305 | $2,234,196 | |
| 5 | TTE |
TotalEnergies SE
|
28,331 | $2,203,018 | |
| 6 | BP |
Bp PLC
|
42,814 | $1,581,977 | |
| 7 | SU |
Suncor Energy Inc
This page
|
27,736 | $1,488,868 | |
| 8 | CVE |
Cenovus Energy Inc.
|
54,800 | $1,359,588 |
All Filings in SU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,868 | 27,736 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,048,306 | 15,857 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $674,360 | 15,202 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $699,606 | 16,733 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,165,706 | 31,127 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $768,359 | 19,844 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $259,679 | 7,278 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $272,543 | 7,382 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $292,341 | 7,673 | Shares | Other | 2024-08-14 | |
| 2023-09-30 | $423,630 | 12,322 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $297,070 | 10,132 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $308,637 | 9,940 | Shares | Sole | 2023-05-03 | |
| 2020-12-31 | $329,173 | 19,617 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||