Position in SU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,473,461
-$281,627 QoQ
Shares Held
27,449
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#323
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $539,258,210 across 12 Oil & Gas Integrated names. SU ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,024,436 | $276,780,889 | |
| 2 | CVX |
Chevron Corp
|
1,284,524 | $212,922,697 | |
| 3 | TTE |
TotalEnergies SE
|
274,089 | $21,313,159 | |
| 4 | SHEL |
Shell plc
|
175,250 | $13,588,883 | |
| 5 | BP |
Bp PLC
|
163,081 | $6,025,842 | |
| 6 | CVE |
Cenovus Energy Inc.
|
173,654 | $4,308,355 | |
| 7 | SU |
Suncor Energy Inc
This page
|
27,449 | $1,473,461 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
54,381 | $878,796 |
All Filings in SU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,473,461 | 27,449 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $1,755,088 | 26,548 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,392,503 | 31,391 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,422,752 | 34,029 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,926,465 | 51,441 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,957,488 | 50,555 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,655,658 | 46,403 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,659,701 | 44,954 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,745,360 | 45,810 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,053,229 | 55,628 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,775,624 | 55,419 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $2,005,521 | 58,334 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,707,448 | 58,235 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $2,237,151 | 72,050 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $2,215,070 | 69,810 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $1,793,435 | 63,710 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $1,857,235 | 52,958 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,691,810 | 51,912 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,526,077 | 60,970 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,209,825 | 58,333 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,215,062 | 50,691 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $983,740 | 47,069 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $825,725 | 49,209 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $602,471 | 49,262 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $640,341 | 37,980 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $519,818 | 32,900 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||