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Checchi Capital Advisers’s Suncor Energy SU Stock Holding History

Checchi Capital Advisers’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 		$443K Buy
8,254
+21
+0.3% +$1.33K 0.02% 388
2026
Q1 		$544K Buy
8,233
+37
+0.5% +$2.04K 0.03% 335
2025
Q4 		$364K Sell
8,196
-80
-1% -$3.38K 0.02% 395
2025
Q3 		$346K Buy
8,276
+231
+3% +$9.27K 0.02% 411
2025
Q2 		$301K Sell
8,045
-291
-3% -$10.5K 0.02% 455
2025
Q1 		$323K Buy
8,336
+82
+1% +$3.13K 0.02% 441
2024
Q4 		$295K Sell
8,254
-80
-1% -$3.08K 0.02% 441
2024
Q3 		$308K Buy
8,334
+566
+7% +$21.9K 0.02% 442
2024
Q2 		$296K Buy
7,768
+484
+7% +$18.7K 0.01% 439
2024
Q1 		$269K Buy
7,284
+66
+0.9% +$2.22K 0.02% 468
2023
Q4 		$231K Sell
7,218
-748
-9% -$24.4K 0.02% 495
2023
Q3 		$274K Buy
7,966
+560
+8% +$18K 0.03% 425
2023
Q2 		$217K Buy
7,406
+203
+3% +$6.07K 0.02% 520
2023
Q1 		$224K Buy
7,203
+283
+4% +$9.2K 0.02% 507
2022
Q4 		$220K Sell
6,920
-186
-3% -$6.11K 0.02% 493
2022
Q3 		$200K Buy
7,106
+345
+5% +$10.9K 0.02% 516
2022
Q2 		$229K Buy
+6,761
New +$246K 0.02% 516
2018
Q4 		– Sell
-7,406
Closed -$287K – 437
2018
Q3 		$287K Buy
7,406
+2,074
+39% +$83.9K 0.03% 326
2018
Q2 		$217K Buy
+5,332
New +$208K 0.03% 362
2018
Q1 		– Sell
-6,748
Closed -$248K – 424
2017
Q4 		$248K Buy
6,748
+309
+5% +$10.7K 0.03% 340
2017
Q3 		$226K Sell
6,439
-3,128
-33% -$99.8K 0.02% 344
2017
Q2 		$279K Buy
9,567
+2,925
+44% +$89.9K 0.03% 289
2017
Q1 		$204K Hold
6,642
– – 0.02% 376
2016
Q4 		$217K Buy
+6,642
New +$204K 0.03% 337
2016
Q3 		– Sell
-6,801
Closed -$189K – 1095
2016
Q2 		$189K Buy
6,801
+372
+6% +$10.2K 0.02% 357
2016
Q1 		$179K Buy
+6,429
New +$156K 0.04% 379
2014
Q4 		– Sell
-5,700
Closed -$206K – 342
2014
Q3 		$206K Sell
5,700
-1,343
-19% -$53.9K 0.08% 248
2014
Q2 		$300K Buy
+7,043
New +$274K 0.14% 142

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

Checchi Capital Advisers's SU Position: Q2 2026 in Review

Checchi Capital Advisers increased its Suncor Energy (SU) stake by 0.26% in Q2 2026, buying an estimated $1.33K and bringing the position to 8,254 shares worth $443K. The position accounts for 0.02% of the portfolio, ranked #388.

Checchi Capital Advisers first reported a position in SU in Q2 2014 and has held it in 28 quarters since. The position peaked at $544K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Checchi Capital Advisers held 8,254 shares of Suncor Energy worth $443K as of Q2 2026.
  • Checchi Capital Advisers bought 21 Suncor Energy shares in Q2 2026, an estimated $1.33K.
  • Suncor Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #388 holding.
  • Checchi Capital Advisers first reported a position in Suncor Energy in Q2 2014 and has held it in 28 quarters since.
  • Checchi Capital Advisers's Suncor Energy position peaked at $544K in Q1 2026.
  • 757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.