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3Chopt Investment Partners’s Suncor Energy SU Stock Holding History

3Chopt Investment Partners’s Portfolio SU Stock Details SU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$461K Sell
8,587
-502
-6% -$31.8K 0.09% 164
2026
Q1 		$601K Sell
9,089
-46
-0.5% -$2.54K 0.14% 124
2025
Q4 		$405K Buy
+9,135
New +$386K 0.09% 161

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

3Chopt Investment Partners's SU Position: Q2 2026 in Review

3Chopt Investment Partners reduced its Suncor Energy (SU) stake by 5.5% in Q2 2026, selling an estimated $31.8K and leaving 8,587 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #164.

3Chopt Investment Partners first reported a position in SU in Q4 2025 and has held it in 3 quarters since. The position peaked at $601K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • 3Chopt Investment Partners held 8,587 shares of Suncor Energy worth $461K as of Q2 2026.
  • 3Chopt Investment Partners sold 502 Suncor Energy shares in Q2 2026, an estimated $31.8K.
  • Suncor Energy made up 0.09% of 3Chopt Investment Partners's portfolio in Q2 2026, its #164 holding.
  • 3Chopt Investment Partners first reported a position in Suncor Energy in Q4 2025 and has held it in 3 quarters since.
  • 3Chopt Investment Partners's Suncor Energy position peaked at $601K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.