Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$893,825
New position
Shares Held
16,651
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#369
of 751 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Derivatives in SU
reported options exposure · as of Jun 30, 2026CallValue
$64
CallShares
100
PutValue
$64
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Diversify Advisory Services, LLC holds $38,762,182 across 10 Oil & Gas Integrated names. SU ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
88,098 | $14,603,124 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
106,449 | $14,553,707 | |
| 3 | EQNR |
Equinor ASA
|
60,942 | $1,913,578 | |
| 4 | PBR |
Petrobras - Petroleo Brasileiro SA
|
108,984 | $1,761,181 | |
| 5 | E |
Eni Spa
|
37,066 | $1,736,912 | |
| 6 | TTE |
TotalEnergies SE
|
22,242 | $1,729,537 | |
| 7 | SU |
Suncor Energy Inc
This page
|
16,651 | $893,825 | |
| 8 | SHEL |
Shell plc
|
11,015 | $854,103 |
All Filings in SU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64 | 100 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $893,825 | 16,651 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $64 | 100 | Put | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||