Position in SU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$347,792
-$454,783 QoQ
Shares Held
6,479
-46.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 749 holders
Holding Since
Sep 2020
21 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, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. SU ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
This page
|
6,479 | $347,792 |
All Filings in SU
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,792 | 6,479 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $802,575 | 12,140 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,329 | 571 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $23,706 | 567 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $21,234 | 567 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $26,871 | 694 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,761 | 694 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,933 | 567 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $21,602 | 567 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $20,927 | 567 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $18,166 | 567 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $19,493 | 567 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $16,624 | 567 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,710 | 667 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,173 | 100 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,815 | 100 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,437 | 41 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $22,096 | 678 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $325 | 13 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $1,989 | 83 | Shares | Sole | 2021-08-12 | |
| 2020-09-30 | $1,149 | 94 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||