CVA Family Office’s Suncor Energy SU Stock Holding History

CVA Family Office’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	$3.6K	Hold	67	–	–	﹤0.01%	1382
2026 Q1	$4.43K	Sell	67 -25	-27%	-$1.38K	﹤0.01%	1271
2025 Q4	$4.08K	Hold	92	–	–	﹤0.01%	909
2025 Q3	$3.85K	Hold	92	–	–	﹤0.01%	925
2025 Q2	$3.44K	Sell	92 -5	-5%	-$181	﹤0.01%	929
2025 Q1	$3.76K	Hold	97	–	–	﹤0.01%	937
2024 Q4	$3.46K	Hold	97	–	–	﹤0.01%	923
2024 Q3	$3.58K	Hold	97	–	–	﹤0.01%	896
2024 Q2	$3.7K	Hold	97	–	–	﹤0.01%	872
2024 Q1	$3.58K	Buy	97 +31	+47%	+$1.04K	﹤0.01%	870
2023 Q4	$2.12K	Buy	+66	New	+$2.15K	﹤0.01%	904
2023 Q3	–	Sell	-35	Closed	-$1.03K	–	853
2023 Q2	$1.03K	Buy	+35	New	+$1.05K	﹤0.01%	944
2021 Q4	–	Sell	-185	Closed	-$2K	–	922
2021 Q3	$2K	Hold	185	–	–	﹤0.01%	347
2021 Q2	$4K	Hold	185	–	–	﹤0.01%	812
2021 Q1	$4K	Hold	185	–	–	﹤0.01%	657
2020 Q4	$3K	Hold	185	–	–	﹤0.01%	337
2020 Q3	$2K	Buy	+185	New	+$2.9K	﹤0.01%	347

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CVA Family Office's SU Position: Q2 2026 in Review

CVA Family Office held its Suncor Energy (SU) position steady in Q2 2026 at 67 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

CVA Family Office first reported a position in SU in Q3 2020 and has held it in 17 quarters since. The position peaked at $4.43K in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

CVA Family Office held 67 shares of Suncor Energy worth $3.6K as of Q2 2026.
CVA Family Office left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1382 holding.
CVA Family Office first reported a position in Suncor Energy in Q3 2020 and has held it in 17 quarters since.
CVA Family Office's Suncor Energy position peaked at $4.43K in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.