Position in SU
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$180,364
-$41,765 QoQ
Shares Held
3,360
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#571
of 751 holders
Holding Since
Sep 2023
12 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, 2026Provenance Wealth Advisors, LLC holds $1,197,163 across 6 Oil & Gas Integrated names. SU ranks #3 (15.1% of the industry book) .
All Filings in SU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $180,364 | 3,360 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $222,129 | 3,360 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $149,049 | 3,360 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $140,481 | 3,360 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $128,079 | 3,420 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $133,196 | 3,440 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $199,629 | 5,595 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $568,346 | 15,394 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $578,891 | 15,194 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $566,347 | 15,344 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $472,397 | 14,744 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $441,748 | 12,849 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||