Position in SU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$107,360
-$24,860 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 751 holders
Holding Since
Mar 2020
17 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $89,167,052 across 7 Oil & Gas Integrated names. SU ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
444,133 | $73,619,486 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
105,675 | $14,447,886 | |
| 3 | SHEL |
Shell plc
|
9,362 | $725,929 | |
| 4 | TTE |
TotalEnergies SE
|
1,978 | $153,809 | |
| 5 | SU |
Suncor Energy Inc
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|
2,000 | $107,360 | |
| 6 | BP |
Bp PLC
|
1,704 | $62,962 | |
| 7 | CVE |
Cenovus Energy Inc.
|
2,000 | $49,620 |
All Filings in SU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,360 | 2,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $132,220 | 2,000 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $88,720 | 2,000 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $83,620 | 2,000 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $74,900 | 2,000 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $77,440 | 2,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $71,360 | 2,000 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $73,840 | 2,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $91,440 | 2,400 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $88,584 | 2,400 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $76,896 | 2,400 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $92,826 | 2,700 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $79,164 | 2,700 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $3,105 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $3,173 | 100 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $2,815 | 100 | Shares | Sole | 2024-02-14 | |
| 2020-03-31 | $15,800 | 1,000 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||