Position in SU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$436,901
-$101,168 QoQ
Shares Held
8,139
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#449
of 750 holders
Holding Since
Jun 2024
9 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, 2026Keystone Wealth Services, LLC holds $14,110,935 across 4 Oil & Gas Integrated names. SU ranks #4 (3.1% 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 | $436,901 | 8,139 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $538,069 | 8,139 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $361,046 | 8,139 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $340,291 | 8,139 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $304,805 | 8,139 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $258,649 | 6,680 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $228,994 | 6,418 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $236,952 | 6,418 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $244,525 | 6,418 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||