Position in SU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,877
+$4,192 QoQ
Shares Held
184
+114.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#692
of 751 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $227,298 across 10 Oil & Gas Integrated names. SU ranks #4 (4.3% of the industry book) .
All Filings in SU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,877 | 184 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,685 | 86 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,661 | 60 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||