Position in SU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$21,472
-$4,972 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#653
of 751 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SU Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Gen-Wealth Partners Inc holds $3,872,661 across 8 Oil & Gas Integrated names. SU ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
18,384 | $3,047,331 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
4,341 | $593,501 | |
| 3 | CVE |
Cenovus Energy Inc.
|
4,628 | $114,820 | |
| 4 | BP |
Bp PLC
|
1,160 | $42,862 | |
| 5 | TTE |
TotalEnergies SE
|
466 | $36,236 | |
| 6 | SU |
Suncor Energy Inc
This page
|
400 | $21,472 | |
| 7 | SHEL |
Shell plc
|
108 | $8,374 | |
| 8 | IMO |
Imperial Oil Ltd
|
72 | $8,065 |
All Filings in SU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,472 | 400 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,444 | 400 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,744 | 400 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $16,724 | 400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,980 | 400 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,488 | 400 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,272 | 400 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,768 | 400 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||