Position in SU
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$34,730
+$155 QoQ
Shares Held
647
+23.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#632
of 751 holders
Holding Since
Jun 2022
15 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, 2026HHM Wealth Advisors, LLC holds $2,336,976 across 8 Oil & Gas Integrated names. SU ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
11,740 | $1,605,092 | |
| 2 | CVX |
Chevron Corp
|
3,565 | $590,934 | |
| 3 | NFG |
National Fuel Gas Co
|
855 | $66,014 | |
| 4 | SU |
Suncor Energy Inc
This page
|
647 | $34,730 | |
| 5 | BP |
Bp PLC
|
581 | $21,467 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
500 | $8,080 | |
| 7 | SHEL |
Shell plc
|
100 | $7,754 | |
| 8 | E |
Eni Spa
|
62 | $2,905 |
All Filings in SU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,730 | 647 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $34,575 | 523 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $23,200 | 523 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $35,454 | 848 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $31,757 | 848 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $32,834 | 848 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $30,256 | 848 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,309 | 523 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $19,926 | 523 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $19,303 | 523 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,756 | 523 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $17,980 | 523 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $15,334 | 523 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $16,239 | 523 | Shares | Sole | 2023-05-02 | |
| 2022-06-30 | $9,188 | 262 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||