Position in SU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$459,071
-$39,464 QoQ
Shares Held
8,552
+13.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#439
of 751 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026STEPH & CO holds $1,964,171 across 4 Oil & Gas Integrated names. SU ranks #3 (23.4% of the industry book) .
All Filings in SU
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $459,071 | 8,552 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $498,535 | 7,541 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $323,206 | 7,286 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $346,144 | 8,279 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $366,223 | 9,779 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $382,940 | 9,890 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $372,856 | 10,450 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $397,074 | 10,755 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $496,404 | 13,029 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $524,934 | 14,222 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $475,633 | 14,845 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $500,160 | 14,548 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $412,737 | 14,077 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $413,989 | 13,333 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $425,404 | 13,407 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $389,033 | 13,820 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $578,128 | 16,485 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $531,738 | 16,316 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $403,108 | 16,105 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $336,713 | 16,235 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $349,242 | 14,570 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $287,082 | 13,736 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $234,500 | 13,975 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $117,615 | 9,617 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $162,142 | 9,617 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $157,478 | 9,967 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||