Position in SU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$520,089,463
+$23,699,094 QoQ
Shares Held
9,688,701
+29.0% QoQ
Ownership
0.821%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#27
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026MORGAN STANLEY holds $19,709,427,515 across 16 Oil & Gas Integrated names. SU ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
73,052,280 | $9,987,707,712 | |
| 2 | CVX |
Chevron Corp
|
36,051,004 | $5,975,814,416 | |
| 3 | SHEL |
Shell plc
|
10,779,129 | $835,813,659 | |
| 4 | TTE |
TotalEnergies SE
|
8,410,525 | $654,002,418 | |
| 5 | SU |
Suncor Energy Inc
This page
|
9,688,701 | $520,089,463 | |
| 6 | BP |
Bp PLC
|
10,755,188 | $397,404,192 | |
| 7 | EQNR |
Equinor ASA
|
11,972,377 | $375,932,633 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
14,398,560 | $230,039,665 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,089,463 | 9,688,701 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $496,390,369 | 7,508,552 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $571,263,594 | 12,877,899 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $458,249,597 | 10,960,287 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $448,347,163 | 11,971,887 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $325,436,795 | 8,404,876 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $280,508,376 | 7,861,782 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $308,801,571 | 8,364,073 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $303,655,168 | 7,969,952 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $324,407,706 | 8,789,155 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $289,521,734 | 9,036,259 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $322,607,681 | 9,383,586 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $235,753,115 | 8,040,693 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $383,250,798 | 12,343,021 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $243,961,526 | 7,688,671 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $188,828,142 | 6,707,927 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $256,643,237 | 7,318,028 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $148,032,250 | 4,542,260 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $99,817,611 | 3,987,919 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $91,782,772 | 4,425,399 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $97,571,152 | 4,070,553 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $109,947,249 | 5,260,634 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $33,979,279 | 2,024,987 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $40,975,267 | 3,350,390 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $72,705,509 | 4,312,308 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $39,221,571 | 2,482,378 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||