Concord Wealth Partners

Position in SU — Suncor Energy Inc

CIK 1814214 ABINGDON, VA

Position in SU

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$10,736

+$1,864 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#687

of 750 holders

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Concord Wealth Partners holds $8,243,126 across 5 Oil & Gas Integrated names. SU ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XOM	ExxonMobil Holdings Corp	35,786	$4,892,661
2	CVX	Chevron Corp	19,772	$3,277,406
3	SHEL	Shell plc	464	$35,978
4	BP	Bp PLC	713	$26,345
5	SU	Suncor Energy Inc This page	200	$10,736

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,736	200	0.0%	Shares	Sole	2026-07-27
2025-12-31	$8,872	200	0.0%	Shares	Sole	2026-01-29
2025-09-30	$8,362	200	0.0%	Shares	Sole	2025-11-05
2025-06-30	$7,490	200	0.0%	Shares	Sole	2025-07-25
2025-03-31	$7,744	200	0.0%	Shares	Sole	2025-05-02
2024-12-31	$7,136	200	0.0%	Shares	Sole	2025-01-24
2024-09-30	$7,384	200	0.0%	Shares	Sole	2024-10-24
2024-06-30	$7,620	200	0.0%	Shares	Sole	2024-07-31
2024-03-31	$7,382	200	0.0%	Shares	Sole	2024-04-30
2023-12-31	$6,408	200	-29.6%	Shares	Sole	2024-04-30
2023-09-30	$9,763	284	0.0%	Shares	Sole	2024-04-30
2023-06-30	$8,326	284	+10.5%	Shares	Sole	2023-08-08
2023-03-31	$7,979	257	0.0%	Shares	Sole	2023-04-26
2022-12-31	$8,154	257	-30.0%	Shares	Sole	2023-01-30
2022-06-30	$12,870	367	-75.2%	Shares	Sole	2022-08-04
2022-03-31	$48,265	1,481	-47.5%	Shares	Sole	2022-04-20
2021-12-31	$70,559	2,819	+106.5%	Shares	Sole	2022-01-21
2021-09-30	$28,310	1,365	-56.0%	Shares	Sole	2021-11-09
2021-06-30	$74,378	3,103	+10.8%	Shares	Sole	2021-07-29
2021-03-31	$58,540	2,801	—	Shares	Sole	2021-05-13
No filing history on record for this holder in this stock.