Position in SU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$355,737
-$82,836 QoQ
Shares Held
6,627
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#482
of 751 holders
Holding Since
Mar 2025
6 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, 2026PDS Planning, Inc holds $8,782,921 across 10 Oil & Gas Integrated names. SU ranks #5 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
25,071 | $3,427,707 | |
| 2 | CVX |
Chevron Corp
|
12,434 | $2,061,059 | |
| 3 | SHEL |
Shell plc
|
12,101 | $938,311 | |
| 4 | TTE |
TotalEnergies SE
|
8,519 | $662,437 | |
| 5 | SU |
Suncor Energy Inc
This page
|
6,627 | $355,737 | |
| 6 | IMO |
Imperial Oil Ltd
|
2,804 | $314,104 | |
| 7 | BP |
Bp PLC
|
8,278 | $305,872 | |
| 8 | E |
Eni Spa
|
6,408 | $300,278 |
All Filings in SU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,737 | 6,627 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $438,573 | 6,634 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $294,328 | 6,635 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $274,357 | 6,562 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $244,997 | 6,542 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $212,534 | 5,489 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||