Position in SU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$643,140
-$126,115 QoQ
Shares Held
11,981
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#406
of 750 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Baron Wealth Management LLC holds $1,703,450 across 4 Oil & Gas Integrated names. SU ranks #1 (37.8% of the industry book) .
All Filings in SU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,140 | 11,981 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $769,255 | 11,636 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $503,131 | 11,342 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $455,018 | 10,883 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $373,825 | 9,982 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||