EXENCIAL WEALTH ADVISORS, LLC

Position in SU — Suncor Energy Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in SU

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$5,374,346

+$1,765,439 QoQ

Shares Held

81,294

-0.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Energy · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $32,741,061 across 5 Oil & Gas Integrated names. SU ranks #4 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	71,583	$14,810,522
2	SHEL	Shell plc	68,043	$6,327,999
3	XOM	ExxonMobil Holdings Corp	34,164	$5,796,264
4	SU	Suncor Energy Inc This page	81,294	$5,374,346
5	BP	Bp PLC	9,190	$431,930

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,374,346	81,294	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$3,608,907	81,355	+0.0%	Shares	Sole	2026-01-30
2025-09-30	$3,400,114	81,323	+4.8%	Shares	Sole	2025-10-27
2025-06-30	$2,905,445	77,582	-6.0%	Shares	Sole	2025-07-30
2025-03-31	$3,197,110	82,570	-0.8%	Shares	Sole	2025-05-09
2024-12-31	$2,969,360	83,222	-2.9%	Shares	Sole	2025-02-06
2024-09-30	$3,165,705	85,745	-5.2%	Shares	Sole	2024-10-31
2024-06-30	$3,446,564	90,461	-10.0%	Shares	Sole	2024-08-12
2024-03-31	$3,709,676	100,506	-4.5%	Shares	Sole	2024-05-10
2023-12-31	$3,373,587	105,293	-13.3%	Shares	Sole	2024-02-13
2023-09-30	$4,174,866	121,433	-9.9%	Shares	Sole	2023-11-08
2023-06-30	$3,950,019	134,721	+14.2%	Shares	Sole	2023-08-10
2023-03-31	$3,664,086	118,006	-9.3%	Shares	Sole	2023-05-02
2022-12-31	$4,126,200	130,041	-4.0%	Shares	Sole	2023-02-14
2022-09-30	$3,811,847	135,412	-6.1%	Shares	Sole	2022-11-08
2022-06-30	$5,058,812	144,249	+0.1%	Shares	Sole	2022-08-11
2022-03-31	$4,695,827	144,088	-49.8%	Shares	Sole	2022-05-12
2021-12-31	$7,178,528	286,797	+6.6%	Shares	Sole	2022-02-10
2021-09-30	$5,582,440	269,163	+3.3%	Shares	Sole	2021-11-04
2021-06-30	$6,248,307	260,672	+4.7%	Shares	Sole	2021-08-16
2021-03-31	$5,202,741	248,935	+4.0%	Shares	Sole	2021-05-06
2020-12-31	$4,017,736	239,436	-51.9%	Shares	Sole	2021-02-11
2020-09-30	$6,091,567	498,084	+107.2%	Shares	Sole	2020-11-13
2020-06-30	$4,052,452	240,359	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.