WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in SU — Suncor Energy Inc
CIK 1632972
PLYMOUTH, MN
Position in SU
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,897,870
-$1,124,486 QoQ
Shares Held
91,242
+0.2% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#213
of 751 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $513,937,016 across 13 Oil & Gas Integrated names. SU ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,134,401 | $291,815,304 | |
| 2 | CVX |
Chevron Corp
|
1,131,012 | $187,476,549 | |
| 3 | SHEL |
Shell plc
|
147,976 | $11,474,059 | |
| 4 | BP |
Bp PLC
|
211,854 | $7,828,005 | |
| 5 | TTE |
TotalEnergies SE
|
66,428 | $5,165,441 | |
| 6 | SU |
Suncor Energy Inc
This page
|
91,242 | $4,897,870 | |
| 7 | NFG |
National Fuel Gas Co
|
35,134 | $2,712,696 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
50,737 | $819,909 |
All Filings in SU
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,897,870 | 91,242 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $6,022,356 | 91,096 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $10,923,650 | 246,250 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $10,305,579 | 246,486 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $9,422,494 | 251,602 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $9,902,949 | 255,758 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $8,915,361 | 249,870 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $4,157,339 | 112,604 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,618,803 | 68,735 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,090,511 | 83,731 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,519,913 | 78,649 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,928,350 | 85,176 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||