Position in SU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,596
-$833 QoQ
Shares Held
67
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#716
of 751 holders
Holding Since
Sep 2020
17 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, 2026CVA Family Office, LLC holds $4,438,155 across 8 Oil & Gas Integrated names. SU ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
17,587 | $2,404,494 | |
| 2 | CVX |
Chevron Corp
|
10,298 | $1,706,996 | |
| 3 | TTE |
TotalEnergies SE
|
3,716 | $288,956 | |
| 4 | SHEL |
Shell plc
|
362 | $28,069 | |
| 5 | SU |
Suncor Energy Inc
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|
67 | $3,596 | |
| 6 | NFG |
National Fuel Gas Co
|
30 | $2,316 | |
| 7 | BP |
Bp PLC
|
54 | $1,995 | |
| 8 | E |
Eni Spa
|
37 | $1,733 |
All Filings in SU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,596 | 67 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,429 | 67 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,081 | 92 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $3,846 | 92 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $3,445 | 92 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,755 | 97 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,460 | 97 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $3,581 | 97 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $3,695 | 97 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,580 | 97 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,114 | 66 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $1,026 | 35 | Shares | Sole | 2023-07-10 | |
| 2021-09-30 | $3,836 | 185 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,434 | 185 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,866 | 185 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $3,104 | 185 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $2,262 | 185 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||