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Bullock Wealth Management’s Suncor Energy SU Stock Holding History

Bullock Wealth Management’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
2025
Q2 		– Sell
-16
Closed -$625 – 613
2025
Q1 		$625 Hold
16
– – ﹤0.01% 549
2024
Q4 		$571 Hold
16
– – ﹤0.01% 575
2024
Q3 		$616 Hold
16
– – ﹤0.01% 546
2024
Q2 		$612 Hold
16
– – ﹤0.01% 537
2024
Q1 		$597 Buy
+16
New +$538 ﹤0.01% 537

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bullock Wealth Management's SU Position: Q2 2025 in Review

Bullock Wealth Management sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 16 shares — an estimated $625 sold.

Bullock Wealth Management first reported a position in SU in Q1 2024 and held it in 5 quarters. The position peaked at $625 in Q1 2025. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Bullock Wealth Management reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 16 Suncor Energy shares in Q2 2025, an estimated $625.
  • Bullock Wealth Management first reported a position in Suncor Energy in Q1 2024 and held it in 5 quarters.
  • Bullock Wealth Management's Suncor Energy position peaked at $625 in Q1 2025.
  • 644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.