Position in SU
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$228,569
-$119,037 QoQ
Shares Held
4,258
-19.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#542
of 751 holders
Holding Since
Mar 2020
8 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, 2026NEVILLE RODIE & SHAW INC holds $18,951,965 across 4 Oil & Gas Integrated names. SU ranks #4 (1.2% of the industry book) .
All Filings in SU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,569 | 4,258 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $347,606 | 5,258 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $233,244 | 5,258 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $219,836 | 5,258 | Shares | Sole | 2025-10-01 | |
| 2025-03-31 | $203,589 | 5,258 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $223,285 | 6,258 | Shares | Sole | 2025-01-06 | |
| 2020-06-30 | $219,567 | 13,023 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $240,523 | 15,223 | Shares | Sole | 2020-04-01 | |
| No filing history on record for this holder in this stock. | ||||||