Position in SU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$343,772
+$113,100 QoQ
Shares Held
5,200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Evelyn Partners Investment Management LLP holds $70,987,001 across 9 Oil & Gas Integrated names. SU ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TTE |
TotalEnergies SE
|
350,023 | $31,845,092 | |
| 2 | CVX |
Chevron Corp
|
100,111 | $20,712,965 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
95,705 | $16,237,310 | |
| 4 | SHEL |
Shell plc
|
17,297 | $1,608,621 | |
| 5 | SU |
Suncor Energy Inc
This page
|
5,200 | $343,772 | |
| 6 | BP |
Bp PLC
|
2,382 | $111,954 | |
| 7 | IMO |
Imperial Oil Ltd
|
630 | $82,416 | |
| 8 | CVE |
Cenovus Energy Inc.
|
1,183 | $31,384 |
All Filings in SU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $343,772 | 5,200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $230,672 | 5,200 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $217,412 | 5,200 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $194,740 | 5,200 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $201,344 | 5,200 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $185,536 | 5,200 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||