Smallwood Wealth Investment Management, LLC
Position in SU — Suncor Energy Inc
CIK 1921304
RED BANK, NJ
Position in SU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,684
-$621 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#724
of 750 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $2,467,515 across 6 Oil & Gas Integrated names. SU ranks #5 (0.1% of the industry book) .
All Filings in SU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,684 | 50 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $3,305 | 50 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,218 | 50 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,090 | 50 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,872 | 50 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $1,936 | 50 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||