Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$65,811
+$19,865 QoQ
Shares Held
1,226
+76.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#610
of 751 holders
Holding Since
Dec 2023
11 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $741,891 across 6 Oil & Gas Integrated names. SU ranks #4 (8.9% of the industry book) .
All Filings in SU
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,811 | 1,226 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $45,946 | 695 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $53,675 | 1,210 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $29,434 | 704 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $16,066 | 429 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,558 | 376 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $13,201 | 370 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $26,730 | 724 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $27,584 | 724 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,616 | 396 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $24,702 | 771 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||