Position in SU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$175,587
-$44,426 QoQ
Shares Held
3,271
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#573
of 751 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NBT BANK N A /NY holds $35,771,224 across 7 Oil & Gas Integrated names. SU ranks #4 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
156,968 | $21,460,663 | |
| 2 | CVX |
Chevron Corp
|
79,862 | $13,237,924 | |
| 3 | SHEL |
Shell plc
|
7,761 | $601,787 | |
| 4 | SU |
Suncor Energy Inc
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|
3,271 | $175,587 | |
| 5 | BP |
Bp PLC
|
4,149 | $153,305 | |
| 6 | NFG |
National Fuel Gas Co
|
1,420 | $109,638 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
2,000 | $32,320 |
All Filings in SU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,587 | 3,271 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $220,013 | 3,328 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $160,937 | 3,628 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $151,560 | 3,625 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $135,643 | 3,622 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $139,933 | 3,614 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $128,947 | 3,614 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $133,281 | 3,610 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||