Position in SU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$31,563
-$7,309 QoQ
Shares Held
588
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#635
of 750 holders
Holding Since
Sep 2023
12 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, 2026Colonial Trust Co / SC holds $9,704,001 across 7 Oil & Gas Integrated names. SU ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
35,533 | $5,889,950 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
26,338 | $3,600,931 | |
| 3 | SHEL |
Shell plc
|
1,074 | $83,277 | |
| 4 | BP |
Bp PLC
|
1,771 | $65,438 | |
| 5 | SU |
Suncor Energy Inc
This page
|
588 | $31,563 | |
| 6 | TTE |
TotalEnergies SE
|
333 | $25,894 | |
| 7 | NFG |
National Fuel Gas Co
|
90 | $6,948 |
All Filings in SU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,563 | 588 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $38,872 | 588 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $26,083 | 588 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,584 | 588 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,020 | 588 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $22,767 | 588 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $25,618 | 718 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $26,545 | 719 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $27,393 | 719 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,835 | 131 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,364 | 105 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,609 | 105 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||