Pinnacle Wealth Planning Services, Inc.

Position in SU — Suncor Energy Inc

CIK 1726752 MANSFIELD, OH

Position in SU

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$212,143

-$49,123 QoQ

Shares Held

3,952

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#555

of 751 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Pinnacle Wealth Planning Services, Inc. holds $5,697,647 across 12 Oil & Gas Integrated names. SU ranks #6 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	23,471	$3,208,955
2	CVX	Chevron Corp	5,692	$943,505
3	SHEL	Shell plc	5,838	$452,678
4	BP	Bp PLC	9,271	$342,563
5	TTE	TotalEnergies SE	2,994	$232,813
6	SU	Suncor Energy Inc This page	3,952	$212,143
7	EQNR	Equinor ASA	3,252	$102,112
8	E	Eni Spa	1,638	$76,756

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,143	3,952	0.0%	Shares	Sole	2026-08-07
2026-03-31	$261,266	3,952	-2.2%	Shares	Sole	2026-05-11
2025-12-31	$179,170	4,039	-27.2%	Shares	Sole	2026-02-13
2025-03-31	$214,857	5,549	-27.9%	Shares	Sole	2025-05-15
2024-09-30	$284,099	7,695	0.0%	Shares	Sole	2024-11-13
2024-06-30	$293,179	7,695	0.0%	Shares	Sole	2024-08-09
2024-03-31	$284,022	7,695	+5.4%	Shares	Sole	2024-05-10
2023-12-31	$233,892	7,300	+8.0%	Shares	Sole	2024-02-08
2023-09-30	$232,408	6,760	-0.1%	Shares	Sole	2023-11-08
2023-03-31	$210,177	6,769	-1.9%	Shares	Sole	2023-05-03
2022-12-31	$218,841	6,897	+2.8%	Shares	Sole	2023-02-13
2022-06-30	$235,249	6,708	+2.0%	Shares	Sole	2022-08-03
2022-03-31	$214,344	6,577	+33.8%	Shares	Sole	2022-04-20
2020-12-31	$82,506	4,917	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.