Position in SU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$30,597
-$7,085 QoQ
Shares Held
570
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#638
of 751 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026SALEM INVESTMENT COUNSELORS INC holds $25,251,000 across 9 Oil & Gas Integrated names. SU ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
91,576 | $12,520,270 | |
| 2 | PBR |
Petrobras - Petroleo Brasileiro SA
|
422,556 | $6,828,504 | |
| 3 | CVX |
Chevron Corp
|
32,388 | $5,368,634 | |
| 4 | SHEL |
Shell plc
|
3,979 | $308,531 | |
| 5 | NFG |
National Fuel Gas Co
|
1,100 | $84,931 | |
| 6 | TTE |
TotalEnergies SE
|
1,013 | $78,770 | |
| 7 | SU |
Suncor Energy Inc
This page
|
570 | $30,597 | |
| 8 | BP |
Bp PLC
|
636 | $23,500 |
All Filings in SU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,597 | 570 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $37,682 | 570 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $23,831 | 570 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $25,653 | 685 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $31,750 | 820 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $14,807 | 415 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $15,321 | 415 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $15,811 | 415 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $15,317 | 415 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $13,296 | 415 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $14,267 | 415 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $15,158 | 517 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,885 | 415 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,167 | 415 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,682 | 415 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $14,554 | 415 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $13,524 | 415 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,387 | 415 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $21,051 | 1,015 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,377 | 1,017 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $8,673 | 415 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,963 | 415 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $5,075 | 415 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,996 | 415 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,557 | 415 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||