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Chase Investment Counsel’s Suncor Energy SU Stock Holding History

Chase Investment Counsel’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
-12,329
Closed -$477K – 148
2025
Q1 		$477K Sell
12,329
-91
-0.7% -$3.47K 0.17% 92
2024
Q4 		$443K Sell
12,420
-80
-0.6% -$3.08K 0.14% 102
2024
Q3 		$461K Sell
12,500
-166
-1% -$6.41K 0.15% 101
2024
Q2 		$482K Buy
12,666
+852
+7% +$32.9K 0.17% 95
2024
Q1 		$436K Buy
11,814
+572
+5% +$19.2K 0.16% 100
2023
Q4 		$360K Sell
11,242
-23
-0.2% -$751 0.16% 108
2023
Q3 		$387K Sell
11,265
-4,150
-27% -$133K 0.19% 92
2023
Q2 		$451K Buy
15,415
+3,569
+30% +$107K 0.23% 67
2023
Q1 		$367K Buy
11,846
+3,008
+34% +$97.8K 0.2% 74
2022
Q4 		$280K Sell
8,838
-252
-3% -$8.28K 0.17% 76
2022
Q3 		$255K Buy
9,090
+190
+2% +$6K 0.16% 74
2022
Q2 		$312K Buy
8,900
+643
+8% +$23.4K 0.17% 83
2022
Q1 		$269K Buy
+8,257
New +$245K 0.12% 97

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
Elliott Investment Management
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

Chase Investment Counsel's SU Position: Q2 2025 in Review

Chase Investment Counsel sold out of Suncor Energy (SU) in Q2 2025, closing a stake of 12,329 shares — an estimated $477K sold.

Chase Investment Counsel first reported a position in SU in Q1 2022 and held it in 13 quarters. The position peaked at $482K in Q2 2024. 644 funds tracked by Wall St. Rank hold SU as of Q2 2025.

  • Chase Investment Counsel reported no remaining Suncor Energy position as of Q2 2025 after selling out during the quarter.
  • Chase Investment Counsel sold 12,329 Suncor Energy shares in Q2 2025, an estimated $477K.
  • Chase Investment Counsel first reported a position in Suncor Energy in Q1 2022 and held it in 13 quarters.
  • Chase Investment Counsel's Suncor Energy position peaked at $482K in Q2 2024.
  • 644 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Chase Investment Counsel's 13F filing for Q2 2025, filed 5 Aug 2025.