Center for Financial Planning, Inc.

Position in SU — Suncor Energy Inc

CIK 1803557 SOUTHFIED, MI

Position in SU

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$8,052

-$1,864 QoQ

Shares Held

150

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#696

of 750 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $4,152,769 across 6 Oil & Gas Integrated names. SU ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	14,900	$2,037,128
2	CVX	Chevron Corp	12,258	$2,031,886
3	BP	Bp PLC	1,210	$44,709
4	TTE	TotalEnergies SE	200	$15,552
5	NFG	National Fuel Gas Co	200	$15,442
6	SU	Suncor Energy Inc This page	150	$8,052

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,052	150	0.0%	Shares	Sole	2026-07-21
2026-03-31	$9,916	150	0.0%	Shares	Sole	2026-05-04
2025-12-31	$6,654	150	0.0%	Shares	Sole	2026-02-05
2025-09-30	$6,271	150	0.0%	Shares	Sole	2025-11-06
2025-06-30	$5,617	150	0.0%	Shares	Sole	2025-08-04
2025-03-31	$5,808	150	0.0%	Shares	Sole	2025-04-22
2024-12-31	$5,352	150	0.0%	Shares	Sole	2025-01-30
2024-09-30	$5,538	150	0.0%	Shares	Sole	2024-10-16
2024-06-30	$5,715	150	0.0%	Shares	Sole	2024-07-18
2024-03-31	$5,536	150	0.0%	Shares	Sole	2024-04-25
2023-12-31	$4,806	150	0.0%	Shares	Sole	2024-01-29
2023-09-30	$5,157	150	0.0%	Shares	Sole	2023-10-24
2023-06-30	$4,398	150	0.0%	Shares	Sole	2023-08-09
2023-03-31	$4,657	150	0.0%	Shares	Sole	2023-05-02
2022-12-31	$4,759	150	0.0%	Shares	Sole	2023-01-27
2022-09-30	$4,222	150	-72.7%	Shares	Sole	2022-10-14
2022-06-30	$19,288	550	0.0%	Shares	Sole	2022-08-12
2022-03-31	$17,924	550	0.0%	Shares	Sole	2022-05-03
2021-12-31	$13,766	550	0.0%	Shares	Sole	2022-02-08
2021-09-30	$11,407	550	+37.5%	Shares	Sole	2021-11-17
2021-06-30	$9,588	400	0.0%	Shares	Sole	2021-07-29
2021-03-31	$8,360	400	0.0%	Shares	Sole	2021-05-10
2020-12-31	$6,712	400	0.0%	Shares	Sole	2021-02-09
2020-09-30	$4,892	400	0.0%	Shares	Sole	2020-11-12
2020-06-30	$6,744	400	0.0%	Shares	Sole	2020-08-06
2020-03-31	$6,320	400	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.