Position in SU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$983,202
-$214,248 QoQ
Shares Held
18,316
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#356
of 751 holders
Holding Since
Dec 2022
7 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, 2026HB Wealth Management, LLC holds $41,026,736 across 7 Oil & Gas Integrated names. SU ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
192,692 | $31,940,625 | |
| 2 | SHEL |
Shell plc
|
49,749 | $3,857,537 | |
| 3 | TTE |
TotalEnergies SE
|
26,326 | $2,047,109 | |
| 4 | BP |
Bp PLC
|
41,212 | $1,522,783 | |
| 5 | SU |
Suncor Energy Inc
This page
|
18,316 | $983,202 | |
| 6 | NFG |
National Fuel Gas Co
|
4,990 | $385,277 | |
| 7 | E |
Eni Spa
|
6,193 | $290,203 |
All Filings in SU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,202 | 18,316 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,197,450 | 18,113 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $756,338 | 17,050 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $679,370 | 16,249 | Shares | Sole | 2025-10-23 | |
| 2025-03-31 | $615,802 | 15,904 | Shares | Sole | 2025-05-07 | |
| 2024-06-30 | $207,035 | 5,434 | Shares | Sole | 2024-07-26 | |
| 2022-12-31 | $255,807 | 8,062 | Shares | Sole | 2023-01-20 | |
| No filing history on record for this holder in this stock. | ||||||