Position in SU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,936,720
-$440,397 QoQ
Shares Held
36,079
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#287
of 751 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, 2026Envestnet Portfolio Solutions, Inc. holds $28,850,936 across 6 Oil & Gas Integrated names. SU ranks #3 (6.7% of the industry book) .
All Filings in SU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,936,720 | 36,079 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,377,117 | 35,957 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,018,956 | 45,513 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,918,535 | 45,887 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,099,671 | 56,066 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,386,816 | 61,643 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,558,684 | 71,712 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,254,630 | 61,068 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,299,601 | 60,357 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,053,524 | 55,636 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,138,541 | 35,535 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,196,458 | 34,801 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||