Valeo Financial Advisors, LLC

Position in SU — Suncor Energy Inc

CIK 1722641 CARMEL, IN

Position in SU

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

Position Value

$540,718

-$135,653 QoQ

Shares Held

10,073

-1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#421

of 751 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,073,541 across 5 Oil & Gas Integrated names. SU ranks #5 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	45,590	$7,556,998
2	SHEL	Shell plc	16,583	$1,285,845
3	BP	Bp PLC	24,444	$903,205
4	TTE	TotalEnergies SE	10,118	$786,775
5	SU	Suncor Energy Inc This page	10,073	$540,718

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$540,718	10,073	-1.5%	Shares	Sole	2026-07-08
2026-03-31	$676,371	10,231	+0.2%	Shares	Sole	2026-05-08
2025-12-31	$453,004	10,212	+34.4%	Shares	Sole	2026-02-04
2025-09-30	$317,714	7,599	+0.1%	Shares	Sole	2025-11-03
2025-06-30	$284,208	7,589	-6.1%	Shares	Sole	2025-09-12
2025-03-31	$312,896	8,081	+0.0%	Shares	Sole	2025-04-30
2024-12-31	$288,223	8,078	+1.9%	Shares	Sole	2025-01-30
2024-09-30	$292,554	7,924	+14.6%	Shares	Sole	2024-10-10
2024-06-30	$263,347	6,912	-0.1%	Shares	Sole	2024-07-10
2024-03-31	$255,380	6,919	-22.8%	Shares	Sole	2024-04-25
2023-12-31	$287,302	8,967	-4.2%	Shares	Sole	2024-01-29
2023-09-30	$321,728	9,358	-56.5%	Shares	Sole	2023-10-20
2023-06-30	$630,057	21,489	-29.0%	Shares	Sole	2023-07-14
2023-03-31	$939,852	30,269	-18.1%	Shares	Sole	2023-04-17
2022-12-31	$1,172,486	36,952	+9.7%	Shares	Sole	2023-02-09
2022-09-30	$948,373	33,690	+0.7%	Shares	Sole	2022-10-31
2022-06-30	$1,173,091	33,450	+57.0%	Shares	Sole	2022-08-03
2022-03-31	$694,558	21,312	+499.0%	Shares	Sole	2022-04-28
2021-03-31	$74,362	3,558	+39.2%	Shares	Sole	2021-04-12
2020-12-31	$42,889	2,556	-20.7%	Shares	Sole	2021-02-11
2020-09-30	$39,417	3,223	+4.7%	Shares	Sole	2020-10-28
2020-06-30	$51,878	3,077	+28.6%	Shares	Sole	2020-07-20
2020-03-31	$37,793	2,392	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.