Bell Investment Advisors, Inc

Position in SU — Suncor Energy Inc

CIK 1890149 ORINDA, CA

Position in SU

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

Position Value

$11,058

-$2,560 QoQ

Shares Held

206

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#684

of 751 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $2,510,586 across 8 Oil & Gas Integrated names. SU ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	7,968	$1,320,775
2	XOM	ExxonMobil Holdings Corp	8,178	$1,118,096
3	TTE	TotalEnergies SE	365	$28,382
4	SU	Suncor Energy Inc This page	206	$11,058
5	EQNR	Equinor ASA	350	$10,990
6	BP	Bp PLC	272	$10,050
7	IMO	Imperial Oil Ltd	56	$6,273
8	SHEL	Shell plc	64	$4,962

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,058	206	0.0%	Shares	Sole	2026-08-07
2026-03-31	$13,618	206	0.0%	Shares	Sole	2026-04-17
2025-12-31	$9,138	206	+190.1%	Shares	Sole	2026-02-24
2025-09-30	$2,968	71	+20.3%	Shares	Sole	2025-11-21
2025-06-30	$2,209	59	0.0%	Shares	Sole	2025-08-11
2025-03-31	$2,284	59	0.0%	Shares	Sole	2025-05-16
2024-12-31	$2,105	59	0.0%	Shares	Sole	2025-02-07
2024-09-30	$2,178	59	0.0%	Shares	Sole	2024-11-13
2024-06-30	$2,247	59	0.0%	Shares	Sole	2024-08-08
2024-03-31	$2,177	59	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,890	59	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,028	59	0.0%	Shares	Sole	2023-11-08
2023-06-30	$1,729	59	-20.3%	Shares	Sole	2023-08-09
2023-03-31	$2,297	74	+25.4%	Shares	Sole	2023-05-10
2022-12-31	$1,872	59	-20.3%	Shares	Sole	2023-02-09
2022-09-30	$2,083	74	+25.4%	Shares	Sole	2022-11-09
2022-06-30	$2,069	59	0.0%	Shares	Sole	2022-08-12
2021-12-31	$1,476	59	0.0%	Shares	Sole	2022-02-14
2021-09-30	$1,223	59	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.