Position in SU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,183
-$14,590 QoQ
Shares Held
376
-28.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#656
of 751 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $1,309,929 across 8 Oil & Gas Integrated names. SU ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,955 | $540,727 | |
| 2 | CVX |
Chevron Corp
|
3,205 | $531,260 | |
| 3 | BP |
Bp PLC
|
4,627 | $170,967 | |
| 4 | SHEL |
Shell plc
|
355 | $27,526 | |
| 5 | SU |
Suncor Energy Inc
This page
|
376 | $20,183 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
550 | $8,660 | |
| 7 | NFG |
National Fuel Gas Co
|
104 | $8,029 | |
| 8 | E |
Eni Spa
|
55 | $2,577 |
All Filings in SU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,183 | 376 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $34,773 | 526 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $34,423 | 776 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $32,444 | 776 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $29,061 | 776 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $36,241 | 936 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||