Transamerica Financial Advisors, LLC

Position in SU — Suncor Energy Inc

CIK 1502149 CEDAR RAPIDS, IA

Position in SU

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$231,038

+$53,996 QoQ

Shares Held

4,304

+60.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#540

of 751 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Transamerica Financial Advisors, LLC holds $4,871,665 across 12 Oil & Gas Integrated names. SU ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	9,782	$1,621,464
2	XOM	ExxonMobil Holdings Corp	10,095	$1,380,188
3	SHEL	Shell plc	9,771	$757,643
4	TTE	TotalEnergies SE	7,620	$592,531
5	SU	Suncor Energy Inc This page	4,304	$231,038
6	PBR	Petrobras - Petroleo Brasileiro SA	6,092	$98,446
7	NFG	National Fuel Gas Co	1,189	$91,802
8	IMO	Imperial Oil Ltd	376	$42,119

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,038	4,304	+60.7%	Shares	Sole	2026-08-17
2026-03-31	$177,042	2,678	-36.4%	Shares	Sole	2026-05-15
2025-12-31	$186,711	4,209	+82.1%	Shares	Sole	2026-02-13
2025-09-30	$96,664	2,312	+11.1%	Shares	Sole	2025-11-14
2025-06-30	$77,933	2,081	+18.4%	Shares	Sole	2025-08-14
2025-03-31	$68,069	1,758	-4.7%	Shares	Sole	2025-05-14
2024-12-31	$65,829	1,845	-6.7%	Shares	Sole	2025-02-12
2024-09-30	$72,990	1,977	+2311.0%	Shares	Sole	2024-11-13
2024-06-30	$4	82	0.0%	Shares	Sole	2024-08-14
2024-03-31	$4	82	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.