Gradient Investments LLC

Position in SU — Suncor Energy Inc

CIK 1542265 ARDEN HILLS, MN

Position in SU

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,393,234

-$1,260,056 QoQ

Shares Held

119,099

+2.9% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#11

of 88 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Gradient Investments LLC holds $71,809,466 across 4 Oil & Gas Integrated names. SU ranks #2 (8.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	324,903	$53,855,921
2	SU	Suncor Energy Inc This page	119,099	$6,393,234
3	EQNR	Equinor ASA	187,623	$5,891,362
4	SHEL	Shell plc	73,110	$5,668,949

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,393,234	119,099	+2.9%	Shares	Sole	2026-07-08
2026-03-31	$7,653,290	115,766	+102.0%	Shares	Sole	2026-04-13
2025-12-31	$2,542,848	57,323	+31.4%	Shares	Sole	2026-01-08
2025-09-30	$1,823,877	43,623	+28.8%	Shares	Sole	2025-10-06
2025-06-30	$1,268,468	33,871	+8.8%	Shares	Sole	2025-07-08
2025-03-31	$1,205,082	31,123	-6.9%	Shares	Sole	2025-04-09
2024-12-31	$1,193,210	33,442	-5.0%	Shares	Sole	2025-01-21
2024-09-30	$1,299,436	35,196	+0.2%	Shares	Sole	2024-10-15
2024-06-30	$1,338,681	35,136	-0.3%	Shares	Sole	2024-07-18
2024-03-31	$1,300,413	35,232	+3.5%	Shares	Sole	2024-04-23
2023-12-31	$1,090,449	34,034	+2.5%	Shares	Sole	2024-01-18
2023-09-30	$1,141,587	33,205	+1.0%	Shares	Sole	2023-10-27
2023-06-30	$963,455	32,860	-3.5%	Shares	Sole	2023-07-11
2023-03-31	$1,056,910	34,039	-3.5%	Shares	Sole	2023-04-17
2022-12-31	$1,119,497	35,282	+19.5%	Shares	Sole	2023-01-10
2022-09-30	$830,959	29,519	-11.4%	Shares	Sole	2022-10-14
2022-06-30	$1,168,777	33,327	+18.5%	Shares	Sole	2022-07-11
2022-03-31	$916,300	28,116	-2.7%	Shares	Sole	2022-05-26
2021-12-31	$723,116	28,890	-7.8%	Shares	Sole	2022-01-12
2021-09-30	$650,012	31,341	+24.4%	Shares	Sole	2021-10-18
2021-06-30	$603,852	25,192	-5.9%	Shares	Sole	2021-07-12
2021-03-31	$559,430	26,767	+3322.9%	Shares	Sole	2021-04-21
2020-12-31	$13,121	782	0.0%	Shares	Sole	2021-01-08
2020-09-30	$9,563	782	—	Shares	Sole	2020-10-06
No filing history on record for this holder in this stock.