Cape Investment Advisory, Inc.

Position in SU — Suncor Energy Inc

CIK 1944437 MCDONOUGH, GA

Position in SU

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$20,881

+$7,574 QoQ

Shares Held

389

+29.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#655

of 751 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $4,962,281 across 9 Oil & Gas Integrated names. SU ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	18,937	$3,138,997
2	XOM	ExxonMobil Holdings Corp	8,554	$1,169,502
3	SHEL	Shell plc	3,893	$301,863
4	BP	Bp PLC	7,678	$283,701
5	SU	Suncor Energy Inc This page	389	$20,881
6	CVE	Cenovus Energy Inc.	743	$18,433
7	E	Eni Spa	300	$14,058
8	TTE	TotalEnergies SE	97	$7,542

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,881	389	+29.7%	Shares	Defined	2026-07-23
2025-12-31	$13,307	300	+71.4%	Shares	Defined	2026-02-17
2025-09-30	$7,316	175	+35.7%	Shares	Defined	2025-12-29
2025-06-30	$4,831	129	+37.2%	Shares	Sole	2025-08-19
2025-03-31	$3,639	94	-25.4%	Shares	Sole	2025-05-16
2024-12-31	$4,495	126	0.0%	Shares	Sole	2025-02-05
2024-09-30	$4,651	126	0.0%	Shares	Sole	2024-11-14
2024-06-30	$4,800	126	0.0%	Shares	Sole	2024-08-15
2024-03-31	$4,650	126	-92.6%	Shares	Sole	2024-06-21
2023-12-31	$54,403	1,698	+1829.5%	Shares	Sole	2024-02-12
2023-09-30	$3,025	88	0.0%	Shares	Sole	2023-11-07
2023-06-30	$2,580	88	+41.9%	Shares	Sole	2023-10-12
2023-03-31	$1,925	62	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.