Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$231,199
-$42,893 QoQ
Shares Held
4,307
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#539
of 751 holders
Holding Since
Sep 2022
9 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $19,407,765 across 5 Oil & Gas Integrated names. SU ranks #5 (1.2% of the industry book) .
All Filings in SU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,199 | 4,307 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $274,092 | 4,146 | Shares | Sole | 2026-05-11 | |
| 2024-03-31 | $325,656 | 8,823 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $281,311 | 8,780 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $286,247 | 8,326 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $238,225 | 8,125 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $252,281 | 8,125 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $251,428 | 7,924 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $216,811 | 7,702 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||