Position in SU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$258,686,179
-$101,760,021 QoQ
Shares Held
3,912,966
-51.8% QoQ
Ownership
0.331%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 52%
None 8%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,381,565,538 across 8 Oil & Gas Integrated names. SU ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
17,922,157 | $3,040,673,153 | |
| 2 | CVX |
Chevron Corp
|
7,109,419 | $1,470,938,787 | |
| 3 | CVE |
Cenovus Energy Inc.
|
17,388,159 | $461,307,853 | |
| 4 | SU |
Suncor Energy Inc
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|
3,912,966 | $258,686,179 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
3,077,153 | $63,850,922 | |
| 6 | TTE |
TotalEnergies SE
|
382,869 | $34,833,420 | |
| 7 | E |
Eni Spa
|
568,393 | $32,176,727 | |
| 8 | NFG |
National Fuel Gas Co
|
203,262 | $19,098,497 |
All Filings in SU
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,686,179 | 3,912,966 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $360,446,200 | 8,125,478 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $786,928,292 | 18,821,533 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $731,593,649 | 19,535,211 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $825,540,288 | 21,320,772 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $831,631,397 | 23,308,055 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $852,800,604 | 23,098,608 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $878,130,626 | 23,048,048 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $837,178,441 | 22,681,616 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $717,209,500 | 22,384,816 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $710,251,155 | 20,658,847 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $565,945,692 | 19,302,377 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $530,216,380 | 17,076,212 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $481,956,803 | 15,189,310 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $332,312,689 | 11,805,069 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $387,740,089 | 11,056,176 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $370,475,394 | 11,367,763 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $292,132,285 | 11,671,286 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $228,086,198 | 10,997,406 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $254,322,322 | 10,610,026 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $225,059,935 | 10,768,418 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $242,967,315 | 14,479,578 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $428,919,697 | 35,071,112 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $685,176,554 | 40,639,179 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $641,656,593 | 40,611,177 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||