Creative Planning

Position in SU — Suncor Energy Inc

CIK 1540235 OVERLAND PARK, KS

Position in SU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$18,445,038

+$297,183 QoQ

Shares Held

343,611

+25.2% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#138

of 752 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. SU ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	2,283,468	$312,195,744
2	CVX	Chevron Corp	954,599	$158,234,329
3	SHEL	Shell plc	522,270	$40,496,814
4	TTE	TotalEnergies SE	242,195	$18,833,082
5	SU	Suncor Energy Inc This page	343,611	$18,445,038
6	CVE	Cenovus Energy Inc.	625,014	$15,506,596
7	BP	Bp PLC	359,691	$13,290,582
8	E	Eni Spa	235,745	$11,047,010

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,445,038	343,611	+25.2%	Shares	Defined	2026-08-13
2026-03-31	$18,147,855	274,510	+23.4%	Shares	Defined	2026-05-12
2025-12-31	$9,869,345	222,483	+21.2%	Shares	Sole	2026-02-17
2025-09-30	$7,674,141	183,548	+9.7%	Shares	Defined	2025-11-14
2025-06-30	$6,266,058	167,318	+36.2%	Shares	Sole	2025-08-08
2025-03-31	$4,755,279	122,812	-55.5%	Shares	Sole	2025-05-15
2024-12-31	$9,836,333	275,682	+5.5%	Shares	Defined	2025-02-14
2024-09-30	$9,644,980	261,240	+4.5%	Shares	Defined	2024-10-11
2024-06-30	$9,526,327	250,035	+3.3%	Shares	Defined	2024-08-15
2024-03-31	$8,937,608	242,146	+5.9%	Shares	Defined	2024-05-13
2023-12-31	$7,327,259	228,691	+3.4%	Shares	Defined	2024-02-14
2023-09-30	$7,605,233	221,211	+1.4%	Shares	Sole	2023-11-16
2023-06-30	$6,393,577	218,062	+3.6%	Shares	Sole	2023-07-21
2023-03-31	$6,537,421	210,545	-0.4%	Shares	Sole	2023-05-15
2022-12-31	$6,705,849	211,341	-0.1%	Shares	Sole	2023-02-10
2022-09-30	$5,953,668	211,498	-4.5%	Shares	Sole	2022-11-03
2022-06-30	$7,768,881	221,525	+1290.7%	Shares	Sole	2022-08-15
2022-03-31	$519,126	15,929	-42.4%	Shares	Sole	2022-05-16
2021-12-31	$692,254	27,657	+22.1%	Shares	Sole	2022-02-11
2021-09-30	$469,657	22,645	+115.4%	Shares	Sole	2021-11-10
2021-06-30	$251,948	10,511	-34.1%	Shares	Sole	2021-08-04
2021-03-31	$333,459	15,955	-10.9%	Shares	Sole	2021-04-30
2020-12-31	$300,445	17,905	-3.4%	Shares	Sole	2021-01-29
2020-09-30	$226,621	18,530	-6.1%	Shares	Sole	2020-11-05
2020-06-30	$332,748	19,736	+4.7%	Shares	Sole	2020-07-23
2020-03-31	$297,909	18,855	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.