Robertson Stephens Wealth Management, LLC
Position in SU — Suncor Energy Inc
CIK 1767307
San Francisco, CA
Position in SU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$980,518
-$236,500 QoQ
Shares Held
18,266
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#357
of 751 holders
Holding Since
Dec 2021
12 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, 2026Robertson Stephens Wealth Management, LLC holds $11,110,923 across 6 Oil & Gas Integrated names. SU ranks #3 (8.8% of the industry book) .
All Filings in SU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $980,518 | 18,266 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,217,018 | 18,409 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $788,454 | 17,774 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $752,245 | 17,992 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $643,353 | 17,179 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $880,144 | 22,731 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $806,046 | 22,591 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $793,336 | 21,488 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $770,191 | 20,215 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $625,033 | 16,934 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $441,927 | 13,793 | Shares | Sole | 2024-02-06 | |
| 2021-12-31 | $298,908 | 11,942 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||