Position in SU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,004,269
-$6,227,996 QoQ
Shares Held
540,318
+1.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#112
of 749 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,253,613,457 across 17 Oil & Gas Integrated names. SU ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,826,595 | $386,452,068 | |
| 2 | CVX |
Chevron Corp
|
2,182,507 | $361,772,359 | |
| 3 | TTE |
TotalEnergies SE
|
2,823,517 | $219,556,681 | |
| 4 | E |
Eni Spa
|
2,486,735 | $116,528,401 | |
| 5 | SHEL |
Shell plc
|
776,654 | $60,221,750 | |
| 6 | BP |
Bp PLC
|
1,375,073 | $50,808,947 | |
| 7 | SU |
Suncor Energy Inc
This page
|
540,318 | $29,004,269 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
1,408,786 | $22,756,725 |
All Filings in SU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,004,269 | 540,318 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $35,232,265 | 532,934 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,943,122 | 111,432 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,424,919 | 105,834 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,522,434 | 94,057 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,275,866 | 84,604 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,420,815 | 67,848 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,346,914 | 36,482 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $825,284 | 21,661 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $104,528 | 2,832 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $83,174 | 2,596 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $89,972 | 2,617 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,037 | 1,195 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $83,338 | 2,684 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $68,060 | 2,145 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $64,519 | 2,292 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $49,027 | 1,398 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $42,660 | 1,309 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $30,461 | 1,217 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,240 | 1,217 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $40,149 | 1,675 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $29,218 | 1,398 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $21,646 | 1,290 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||