Position in SU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$28,128
-$6,513 QoQ
Shares Held
524
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#641
of 751 holders
Holding Since
Mar 2020
25 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, 2026Financial Perspectives, Inc holds $461,542 across 7 Oil & Gas Integrated names. SU ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,733 | $236,935 | |
| 2 | CVX |
Chevron Corp
|
549 | $91,002 | |
| 3 | CVE |
Cenovus Energy Inc.
|
1,676 | $41,581 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,764 | $28,506 | |
| 5 | SU |
Suncor Energy Inc
This page
|
524 | $28,128 | |
| 6 | BP |
Bp PLC
|
680 | $25,126 | |
| 7 | TTE |
TotalEnergies SE
|
132 | $10,264 |
All Filings in SU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,128 | 524 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $34,641 | 524 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $23,244 | 524 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $21,908 | 524 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $19,623 | 524 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $20,289 | 524 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $18,696 | 524 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $19,346 | 524 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $19,964 | 524 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $19,340 | 524 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $16,788 | 524 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $18,015 | 524 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $15,363 | 524 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $16,270 | 524 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $16,626 | 524 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $14,750 | 524 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $18,376 | 524 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $17,077 | 524 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $13,115 | 524 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $12,560 | 524 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $524 | 10,952 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $8,792 | 524 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $6,408 | 524 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $8,834 | 524 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $8,279 | 524 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||