Focus Partners Wealth

Position in SU — Suncor Energy Inc

CIK 1542153 ST LOUIS, MO

Position in SU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$37,483,831

-$10,677,832 QoQ

Shares Held

698,283

-4.1% QoQ

Ownership

0.059%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#108

of 751 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Energy · as of Jun 30, 2026

Focus Partners Wealth holds $533,528,543 across 12 Oil & Gas Integrated names. SU ranks #3 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	1,730,155	$286,790,492
2	XOM	ExxonMobil Holdings Corp	1,246,347	$170,400,561
3	SU	Suncor Energy Inc This page	698,283	$37,483,831
4	SHEL	Shell plc	182,833	$14,176,870
5	BP	Bp PLC	321,894	$11,893,983
6	TTE	TotalEnergies SE	81,392	$6,329,041
7	NFG	National Fuel Gas Co	31,740	$2,450,645
8	E	Eni Spa	26,748	$1,253,411

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,483,831	698,283	-4.1%	Shares	Sole	2026-08-12
2026-03-31	$48,161,663	728,508	-1.4%	Shares	Sole	2026-05-15
2025-12-31	$32,785,677	739,082	-4.6%	Shares	Sole	2026-02-13
2025-09-30	$32,398,318	774,894	-1.3%	Shares	Sole	2025-11-14
2025-06-30	$29,392,520	784,847	-1.5%	Shares	Sole	2025-08-14
2025-03-31	$30,858,562	796,967	+1.3%	Shares	Sole	2025-05-20
2024-12-31	$28,060,643	786,453	-4.8%	Shares	Sole	2025-05-20
2024-09-30	$30,504,190	826,224	-47.1%	Shares	Sole	2024-11-14
2024-06-30	$59,460,154	1,560,634	+82.3%	Shares	Sole	2024-08-15
2024-03-31	$31,592,450	855,932	+8.7%	Shares	Sole	2024-05-16
2023-12-31	$25,239,381	787,746	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.