Crewe Advisors’s Suncor Energy SU Stock Holding History

Crewe Advisors’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 Q1	$787K	Hold	11,905	–	–	0.07%	97
2025 Q4	$528K	Hold	11,905	–	–	0.05%	121
2025 Q3	$498K	Buy	11,905 +1,111	+10%	+$44.6K	0.05%	125
2025 Q2	$404K	Hold	10,794	–	–	0.06%	108
2025 Q1	$418K	Hold	10,794	–	–	0.06%	91
2024 Q4	$385K	Hold	10,794	–	–	0.05%	100
2024 Q3	$399K	Hold	10,794	–	–	0.05%	97
2024 Q2	$411K	Hold	10,794	–	–	0.05%	118
2024 Q1	$398K	Buy	+10,794	New	+$363K	0.05%	117
2023 Q4	–	Sell	-10,794	Closed	-$371K	–	666
2023 Q3	$371K	Hold	10,794	–	–	0.06%	55
2023 Q2	$316K	Hold	10,794	–	–	0.04%	105
2023 Q1	$335K	Hold	10,794	–	–	0.05%	113
2022 Q4	$342K	Hold	10,794	–	–	0.05%	101
2022 Q3	$304K	Hold	10,794	–	–	0.05%	105
2022 Q2	$379K	Hold	10,794	–	–	0.08%	76
2022 Q1	$352K	Hold	10,794	–	–	0.07%	73
2021 Q4	$270K	Hold	10,794	–	–	0.05%	69
2021 Q3	$224K	Hold	10,794	–	–	0.05%	62
2021 Q2	$259K	Hold	10,794	–	–	0.06%	54
2021 Q1	$226K	Hold	10,794	–	–	0.06%	58
2020 Q4	$181K	Sell	10,794 -380	-3%	-$5.58K	0.07%	66
2020 Q3	$137K	Buy	11,174 +380	+4%	+$5.95K	0.06%	66
2020 Q2	$182K	Hold	10,794	–	–	0.09%	54
2020 Q1	$171K	Hold	10,794	–	–	0.1%	48
2019 Q4	$354K	Hold	10,794	–	–	0.15%	40
2019 Q3	$341K	Hold	10,794	–	–	0.16%	38
2019 Q2	$336K	Hold	10,794	–	–	0.11%	57
2019 Q1	$350K	Hold	10,794	–	–	0.11%	41
2018 Q4	$302K	Hold	10,794	–	–	0.1%	44
2018 Q3	$418K	Buy	+10,794	New	+$437K	0.35%	35

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Crewe Advisors's SU Position: Q1 2026 in Review

Crewe Advisors held its Suncor Energy (SU) position steady in Q1 2026 at 11,905 shares worth $787K. The position accounts for 0.07% of the portfolio, ranked #97.

Crewe Advisors first reported a position in SU in Q3 2018 and has held it in 30 quarters since. 748 funds tracked by Wall St. Rank hold SU as of Q1 2026.

Crewe Advisors held 11,905 shares of Suncor Energy worth $787K as of Q1 2026.
Crewe Advisors left its Suncor Energy share count unchanged in Q1 2026.
Suncor Energy made up 0.07% of Crewe Advisors's portfolio in Q1 2026, its #97 holding.
Crewe Advisors first reported a position in Suncor Energy in Q3 2018 and has held it in 30 quarters since.
748 funds tracked by Wall St. Rank held Suncor Energy as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.