Position in SU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,068,715
-$239,403 QoQ
Shares Held
19,909
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#350
of 751 holders
Holding Since
Jun 2022
12 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, 2026Frank, Rimerman Advisors LLC holds $11,706,574 across 7 Oil & Gas Integrated names. SU ranks #3 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
34,294 | $5,684,573 | |
| 2 | SHEL |
Shell plc
|
21,281 | $1,650,128 | |
| 3 | SU |
Suncor Energy Inc
This page
|
19,909 | $1,068,715 | |
| 4 | TTE |
TotalEnergies SE
|
12,594 | $979,309 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
55,216 | $892,290 | |
| 6 | BP |
Bp PLC
|
22,617 | $835,698 | |
| 7 | CVE |
Cenovus Energy Inc.
|
24,017 | $595,861 |
All Filings in SU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,068,715 | 19,909 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,308,118 | 19,787 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $877,751 | 19,787 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $826,165 | 19,760 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $739,899 | 19,757 | Shares | Sole | 2025-08-11 | |
| 2024-09-30 | $1,312,653 | 35,554 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,315,707 | 34,533 | Shares | Sole | 2024-08-13 | |
| 2023-06-30 | $232,331 | 7,924 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $247,685 | 7,977 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $254,728 | 8,028 | Shares | Sole | 2023-09-07 | |
| 2022-09-30 | $227,311 | 8,075 | Shares | Sole | 2023-09-07 | |
| 2022-06-30 | $272,458 | 7,769 | Shares | Sole | 2023-09-07 | |
| No filing history on record for this holder in this stock. | ||||||