Chevy Chase Trust
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Chevy Chase Trust’s Suncor Energy SU Stock Holding History

Chevy Chase Trust’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 		$259K Buy
4,831
+109
+2% +$6.9K ﹤0.01% 630
2026
Q1 		$312K Buy
4,722
+25
+0.5% +$1.38K ﹤0.01% 618
2025
Q4 		$208K Buy
+4,697
New +$199K ﹤0.01% 631
2020
Q1 		– Sell
-8,052
Closed -$264K – 978
2019
Q4 		$264K Sell
8,052
-724
-8% -$22.6K ﹤0.01% 640
2019
Q3 		$277K Sell
8,776
-1,350
-13% -$40.6K ﹤0.01% 622
2019
Q2 		$315K Sell
10,126
-100
-1% -$3.2K ﹤0.01% 621
2019
Q1 		$338K Sell
10,226
-499
-5% -$16.2K ﹤0.01% 621
2018
Q4 		$300K Sell
10,725
-1,108
-9% -$36.8K ﹤0.01% 630
2018
Q3 		$458K Sell
11,833
-475
-4% -$19.2K ﹤0.01% 593
2018
Q2 		$501K Sell
12,308
-3,000
-20% -$117K ﹤0.01% 592
2018
Q1 		$529K Sell
15,308
-675
-4% -$23.5K ﹤0.01% 588
2017
Q4 		$587K Sell
15,983
-375
-2% -$13K ﹤0.01% 591
2017
Q3 		$573K Sell
16,358
-3,897
-19% -$124K ﹤0.01% 586
2017
Q2 		$591K Sell
20,255
-1,620
-7% -$49.8K ﹤0.01% 581
2017
Q1 		$673K Sell
21,875
-1,812
-8% -$57.1K ﹤0.01% 572
2016
Q4 		$775K Buy
23,687
+1,039
+5% +$31.8K ﹤0.01% 567
2016
Q3 		$629K Sell
22,648
-14,777
-39% -$404K ﹤0.01% 566
2016
Q2 		$1.04M Sell
37,425
-48,996
-57% -$1.34M 0.01% 550
2016
Q1 		$2.4M Sell
86,421
-152,211
-64% -$3.68M 0.01% 531
2015
Q4 		$6.16M Sell
238,632
-114,475
-32% -$3.16M 0.04% 447
2015
Q3 		$9.44M Sell
353,107
-42,108
-11% -$1.13M 0.06% 341
2015
Q2 		$10.9M Sell
395,215
-17,231
-4% -$521K 0.07% 324
2015
Q1 		$12.1M Sell
412,446
-48,257
-10% -$1.43M 0.07% 304
2014
Q4 		$14.6M Sell
460,703
-143,648
-24% -$4.75M 0.09% 258
2014
Q3 		$21.8M Sell
604,351
-13,958
-2% -$560K 0.14% 172
2014
Q2 		$26.4M Sell
618,309
-2,077
-0.3% -$80.9K 0.18% 142
2014
Q1 		$21.7M Sell
620,386
-1,599
-0.3% -$53.3K 0.16% 166
2013
Q4 		$21.8M Buy
621,985
+13,777
+2% +$484K 0.16% 159
2013
Q3 		$21.8M Buy
608,208
+108,455
+22% +$3.61M 0.18% 137
2013
Q2 		$14.7M Buy
+499,753
New +$15.1M 0.13% 180

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

Chevy Chase Trust's SU Position: Q2 2026 in Review

Chevy Chase Trust increased its Suncor Energy (SU) stake by 2.3% in Q2 2026, buying an estimated $6.9K and bringing the position to 4,831 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Chevy Chase Trust first reported a position in SU in Q2 2013 and has held it in 30 quarters since. The position peaked at $26.4M in Q2 2014. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

  • Chevy Chase Trust held 4,831 shares of Suncor Energy worth $259K as of Q2 2026.
  • Chevy Chase Trust bought 109 Suncor Energy shares in Q2 2026, an estimated $6.9K.
  • Suncor Energy made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #630 holding.
  • Chevy Chase Trust first reported a position in Suncor Energy in Q2 2013 and has held it in 30 quarters since.
  • Chevy Chase Trust's Suncor Energy position peaked at $26.4M in Q2 2014.
  • 754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.