Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$53,626
-$12,417 QoQ
Shares Held
999
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#619
of 751 holders
Holding Since
Mar 2026
2 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, 2026PlanVest Financial, Inc holds $958,708 across 5 Oil & Gas Integrated names. SU ranks #3 (5.6% of the industry book) .
All Filings in SU
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,626 | 999 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $66,043 | 999 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||