ASSETMARK, INC

Position in SU — Suncor Energy Inc

CIK 1344551 CONCORD, CA

Position in SU

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$1,896,100

+$1,077,126 QoQ

Shares Held

28,681

+55.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

ASSETMARK, INC holds $194,021,087 across 14 Oil & Gas Integrated names. SU ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	492,309	$83,525,144
2	CVX	Chevron Corp	182,419	$37,742,491
3	PBR	Petrobras - Petroleo Brasileiro SA	1,263,721	$26,222,210
4	TTE	TotalEnergies SE	271,143	$24,668,590
5	BP	Bp PLC	226,848	$10,661,856
6	CVE	Cenovus Energy Inc.	187,498	$4,974,321
7	SHEL	Shell plc	36,453	$3,390,129
8	SU	Suncor Energy Inc This page	28,681	$1,896,100

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,896,100	28,681	+55.4%	Shares	Sole	2026-05-06
2025-12-31	$818,974	18,462	+59.9%	Shares	Sole	2026-01-23
2025-09-30	$482,696	11,545	+89.4%	Shares	Sole	2025-11-06
2025-06-30	$228,257	6,095	+81.1%	Shares	Sole	2025-08-04
2025-03-31	$130,331	3,366	-92.8%	Shares	Sole	2025-05-06
2024-12-31	$1,657,336	46,450	+8.3%	Shares	Sole	2025-02-06
2024-09-30	$1,584,200	42,909	+0.4%	Shares	Sole	2024-11-01
2024-06-30	$1,628,889	42,753	+0.7%	Shares	Sole	2024-08-13
2024-03-31	$1,566,460	42,440	+27.2%	Shares	Sole	2024-05-07
2023-12-31	$1,068,822	33,359	+7.3%	Shares	Sole	2024-02-09
2023-09-30	$1,069,149	31,098	+777350.0%	Shares	Sole	2023-10-27
2021-03-31	$83	4	-99.6%	Shares	Sole	2021-05-14
2020-06-30	$17,011	1,009	+23.8%	Shares	Sole	2020-08-11
2020-03-31	$12,877	815	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.