Welch & Forbes LLC

Position in SU — Suncor Energy Inc

CIK 105495 Boston, MA

Position in SU

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$214,720

+$3,627 QoQ

Shares Held

4,000

-34.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#552

of 751 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Energy · as of Jun 30, 2026

Welch & Forbes LLC holds $107,056,147 across 6 Oil & Gas Integrated names. SU ranks #5 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	398,635	$66,077,737
2	XOM	ExxonMobil Holdings Corp	287,954	$39,369,070
3	SHEL	Shell plc	9,557	$741,049
4	BP	Bp PLC	12,690	$468,895
5	SU	Suncor Energy Inc This page	4,000	$214,720
6	PBR	Petrobras - Petroleo Brasileiro SA	11,428	$184,676

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,720	4,000	-34.9%	Shares	Sole	2026-07-30
2023-09-30	$211,093	6,140	-11.5%	Shares	Sole	2023-11-03
2023-06-30	$203,480	6,940	-12.4%	Shares	Sole	2023-07-28
2023-03-31	$245,916	7,920	-21.4%	Shares	Sole	2023-04-14
2022-12-31	$319,838	10,080	+19.0%	Shares	Sole	2023-02-02
2022-09-30	$238,486	8,472	-5.4%	Shares	Sole	2022-10-31
2022-06-30	$313,946	8,952	-38.7%	Shares	Sole	2022-07-22
2022-03-31	$475,976	14,605	-21.9%	Shares	Sole	2022-04-25
2021-12-31	$468,311	18,710	-41.5%	Shares	Sole	2022-01-19
2021-09-30	$663,120	31,973	-40.1%	Shares	Sole	2021-10-13
2021-06-30	$1,279,614	53,384	-38.2%	Shares	Sole	2021-07-22
2021-03-31	$1,804,255	86,328	-5.6%	Shares	Sole	2021-04-14
2020-12-31	$1,534,531	91,450	-44.1%	Shares	Sole	2021-01-20
2020-09-30	$2,002,442	163,732	-37.0%	Shares	Sole	2020-10-23
2020-06-30	$4,380,716	259,829	-18.0%	Shares	Sole	2020-07-15
2020-03-31	$5,004,555	316,744	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.