Position in SU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$683,537,821
-$150,094,534 QoQ
Shares Held
12,733,566
+1.0% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#16
of 753 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 8%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $10,137,946,624 across 14 Oil & Gas Integrated names. SU ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
27,883,032 | $3,812,168,133 | |
| 2 | CVX |
Chevron Corp
|
13,144,673 | $2,178,860,993 | |
| 3 | SHEL |
Shell plc
|
25,363,810 | $1,966,709,826 | |
| 4 | BP |
Bp PLC
|
18,733,560 | $692,205,040 | |
| 5 | SU |
Suncor Energy Inc
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|
12,733,566 | $683,537,821 | |
| 6 | CVE |
Cenovus Energy Inc.
|
17,038,600 | $422,727,665 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
9,977,874 | $150,772,373 | |
| 8 | NFG |
National Fuel Gas Co
|
1,215,038 | $93,813,081 |
All Filings in SU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $683,537,821 | 12,733,566 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $833,632,355 | 12,609,777 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $541,126,966 | 12,198,534 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $500,699,918 | 11,975,602 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $438,761,126 | 11,715,918 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $436,483,860 | 11,272,827 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $391,835,154 | 10,981,927 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $389,000,712 | 10,536,314 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $386,506,249 | 10,144,521 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $375,051,588 | 10,161,246 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $319,051,338 | 9,957,907 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $335,866,160 | 9,769,231 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $282,277,360 | 9,627,468 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $276,781,375 | 8,914,054 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $280,693,732 | 8,846,320 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $239,015,456 | 8,490,780 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $274,259,603 | 7,820,348 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $240,039,591 | 7,365,437 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $162,254,271 | 6,482,392 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $101,929,654 | 4,914,641 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $104,549,996 | 4,361,702 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $98,598,174 | 4,717,616 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $100,177,355 | 5,970,045 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $78,014,069 | 6,378,910 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $102,201,695 | 6,061,785 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $95,774,828 | 6,061,698 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||