Position in SU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,468
-$572 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#727
of 751 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026JPL Wealth Management, LLC holds $12,567,718 across 8 Oil & Gas Integrated names. SU ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
41,506 | $6,880,033 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
41,274 | $5,642,981 | |
| 3 | SHEL |
Shell plc
|
238 | $18,453 | |
| 4 | TTE |
TotalEnergies SE
|
175 | $13,607 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
288 | $4,653 | |
| 6 | BP |
Bp PLC
|
91 | $3,362 | |
| 7 | SU |
Suncor Energy Inc
This page
|
46 | $2,468 | |
| 8 | NFG |
National Fuel Gas Co
|
28 | $2,161 |
All Filings in SU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,468 | 46 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,040 | 46 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||