CWM Advisors, LLC

SEC CIK: 0001670139
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

SU holding history

Suncor Energy Inc in every 13F filed by CWM Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SU overview All 13F holders of SU Full Q2 2026 holdings

Shares (Q2 2026): 4,391
Value: $235.7K
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of SU by CWM Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	4,391	$235.7K	<0.1%	−1,196−21.4%	Reduced	Holders
Q1 2026	5,587	$369.4K	<0.1%	−237−4.1%	Reduced	Holders
Q4 2025	5,824	$258.4K	<0.1%	+178+3.2%	Added	Holders
Q3 2025	5,646	$236.1K	<0.1%	+5,646	New	Holders