Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,002,204
-$332,159 QoQ
Shares Held
18,670
-7.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#354
of 750 holders
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Arkadios Wealth Advisors holds $61,910,109 across 8 Oil & Gas Integrated names. SU ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
207,934 | $28,428,736 | |
| 2 | CVX |
Chevron Corp
|
150,387 | $24,928,148 | |
| 3 | SHEL |
Shell plc
|
35,924 | $2,785,546 | |
| 4 | BP |
Bp PLC
|
64,655 | $2,389,001 | |
| 5 | TTE |
TotalEnergies SE
|
20,226 | $1,572,773 | |
| 6 | SU |
Suncor Energy Inc
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|
18,670 | $1,002,204 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
25,572 | $413,243 | |
| 8 | CVE |
Cenovus Energy Inc.
|
15,738 | $390,458 |
All Filings in SU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,204 | 18,670 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,334,363 | 20,184 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $828,776 | 18,683 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $781,428 | 18,690 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $709,977 | 18,958 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $996,923 | 25,747 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $680,738 | 19,079 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $686,416 | 18,592 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $708,660 | 18,600 | Shares | Sole | 2024-07-29 | |
| 2020-03-31 | $110 | 7 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||