Position in SU
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$403,458
-$92,433 QoQ
Shares Held
7,516
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#461
of 751 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $1,796,844 across 7 Oil & Gas Integrated names. SU ranks #2 (22.5% of the industry book) .
All Filings in SU
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,458 | 7,516 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $495,891 | 7,501 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $334,740 | 7,546 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $318,759 | 7,624 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $298,289 | 7,965 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $298,995 | 7,722 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $283,299 | 7,940 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||