Position in SU
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$15,698,501
+$11,285,726 QoQ
Shares Held
292,446
+338.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#145
of 751 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 31%
Shared 3%
None 66%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Corient Private Wealth LLC holds $880,313,872 across 12 Oil & Gas Integrated names. SU ranks #4 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
3,813,933 | $419,627,384 | |
| 2 | CVX |
Chevron Corp
|
2,450,647 | $393,860,875 | |
| 3 | SHEL |
Shell plc
|
351,034 | $27,219,176 | |
| 4 | SU |
Suncor Energy Inc
This page
|
292,446 | $15,698,501 | |
| 5 | TTE |
TotalEnergies SE
|
112,143 | $8,720,239 | |
| 6 | BP |
Bp PLC
|
151,428 | $5,595,264 | |
| 7 | EQNR |
Equinor ASA
|
65,109 | $2,044,422 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
132,514 | $2,027,703 |
All Filings in SU
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,698,501 | 292,446 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,412,775 | 66,749 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $21,409,333 | 482,627 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $30,135,308 | 720,768 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $27,613,569 | 737,345 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $31,016,074 | 801,035 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $26,719,502 | 748,865 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $16,296,339 | 441,396 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $16,435,996 | 431,391 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $15,478,429 | 419,356 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,055,657 | 376,269 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $3,221,061 | 93,690 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $2,711,865 | 92,492 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,197,842 | 70,784 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $960,689 | 30,277 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||