Position in SU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$433,680
-$102,207 QoQ
Shares Held
8,079
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#450
of 750 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Legacy Capital Group California, Inc. holds $2,820,982 across 6 Oil & Gas Integrated names. SU ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
4,869 | $807,085 | |
| 2 | TTE |
TotalEnergies SE
|
8,862 | $689,109 | |
| 3 | SU |
Suncor Energy Inc
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|
8,079 | $433,680 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
21,413 | $346,034 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,575 | $288,451 | |
| 6 | XOM |
ExxonMobil Holdings Corp
|
1,877 | $256,623 |
All Filings in SU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,680 | 8,079 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $535,887 | 8,106 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||