Position in SU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$15,513
-$3,592 QoQ
Shares Held
289
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
of 751 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Geneos Wealth Management Inc. holds $32,261,680 across 10 Oil & Gas Integrated names. SU ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
127,125 | $17,380,530 | |
| 2 | CVX |
Chevron Corp
|
82,794 | $13,723,933 | |
| 3 | BP |
Bp PLC
|
11,765 | $434,716 | |
| 4 | SHEL |
Shell plc
|
4,929 | $382,194 | |
| 5 | NFG |
National Fuel Gas Co
|
2,439 | $188,315 | |
| 6 | CVE |
Cenovus Energy Inc.
|
3,624 | $89,911 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 | |
| 8 | SU |
Suncor Energy Inc
This page
|
289 | $15,513 |
All Filings in SU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,513 | 289 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,105 | 289 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $11,001 | 248 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,362 | 200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $36,925 | 986 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $98,736 | 2,550 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $25,939 | 727 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $27,062 | 733 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,620 | 200 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $7,382 | 200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $6,408 | 200 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,876 | 200 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $5,864 | 200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,210 | 200 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,346 | 200 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $24,303 | 693 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $22,552 | 692 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $17,295 | 691 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $14,310 | 690 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $16,515 | 689 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $14,400 | 689 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $14,162 | 844 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $11,190 | 915 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $17,939 | 1,064 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $24,126 | 1,527 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||