Position in SU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$472,222
-$131,163 QoQ
Shares Held
8,797
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#436
of 751 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 across 9 Oil & Gas Integrated names. SU ranks #4 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
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|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in SU
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,222 | 8,797 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $603,385 | 9,127 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $396,489 | 8,938 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $372,234 | 8,903 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $345,326 | 9,221 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $357,385 | 9,230 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $312,128 | 8,748 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $287,976 | 7,800 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $293,446 | 7,702 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $279,445 | 7,571 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $223,126 | 6,964 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $233,955 | 6,805 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $49,228 | 1,679 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $52,878 | 1,703 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $47,468 | 1,496 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $53,372 | 1,896 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $156,201 | 4,454 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $153,498 | 4,710 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $118,992 | 4,754 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $98,473 | 4,748 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $113,809 | 4,748 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $102,305 | 4,895 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||