Global Retirement Partners, LLC
PensionPosition in SU — Suncor Energy Inc
CIK 1749744
San Rafael, CA
Position in SU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$255,463
-$11,850 QoQ
Shares Held
4,759
-21.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#525
of 751 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Global Retirement Partners, LLC holds $38,166,971 across 15 Oil & Gas Integrated names. SU ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
123,085 | $16,828,181 | |
| 2 | CVX |
Chevron Corp
|
86,122 | $14,275,582 | |
| 3 | SHEL |
Shell plc
|
23,297 | $1,806,449 | |
| 4 | BP |
Bp PLC
|
43,085 | $1,591,990 | |
| 5 | PBR |
Petrobras - Petroleo Brasileiro SA
|
90,598 | $1,450,321 | |
| 6 | TTE |
TotalEnergies SE
|
16,452 | $1,279,307 | |
| 7 | E |
Eni Spa
|
6,013 | $281,769 | |
| 8 | SU |
Suncor Energy Inc
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|
4,759 | $255,463 |
All Filings in SU
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,463 | 4,759 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $267,313 | 6,026 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $154,195 | 3,688 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $152,384 | 4,069 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $129,696 | 3,635 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $87,943 | 2,382 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $93,802 | 2,462 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $64,038 | 1,735 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $57,575 | 1,797 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $57,620 | 1,676 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $29,671 | 1,012 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $30,832 | 993 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $30,936 | 975 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $26,967 | 958 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $30,966 | 883 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $28,711 | 881 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $16,177 | 780 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $18,672 | 779 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $16,260 | 778 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $34,734 | 2,070 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $31,516 | 2,577 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $69,834 | 4,142 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $62,283 | 3,942 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||