Position in SU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,177
-$4,440 QoQ
Shares Held
320
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 751 holders
Holding Since
Jun 2023
13 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 Jun 30, 2026Caldwell Trust Co holds $22,716,355 across 8 Oil & Gas Integrated names. SU ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
76,627 | $10,476,443 | |
| 2 | CVX |
Chevron Corp
|
54,641 | $9,057,292 | |
| 3 | SHEL |
Shell plc
|
35,204 | $2,729,718 | |
| 4 | BP |
Bp PLC
|
8,271 | $305,613 | |
| 5 | TTE |
TotalEnergies SE
|
1,411 | $109,719 | |
| 6 | NFG |
National Fuel Gas Co
|
252 | $19,456 | |
| 7 | SU |
Suncor Energy Inc
This page
|
320 | $17,177 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
58 | $937 |
All Filings in SU
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,177 | 320 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $21,617 | 327 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,505 | 327 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $13,044 | 312 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $11,684 | 312 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $12,080 | 312 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $11,132 | 312 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $11,519 | 312 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $11,887 | 312 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $11,515 | 312 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $9,996 | 312 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $19,940 | 580 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $17,005 | 580 | Shares | Sole | 2025-10-01 | |
| No filing history on record for this holder in this stock. | ||||||