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Elevation Wealth Partners’s Canadian Natural Resources CNQ Stock Holding History

Elevation Wealth Partners’s Portfolio CNQ Stock Details CNQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$13K Hold
276
– – ﹤0.01% 808
2026
Q2 		$10.9K Buy
+276
New +$12.5K ﹤0.01% 786

Other funds holding CNQ

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PP
Pacifica Partners Surrey, Canada $332M AUM 43.09% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Elevation Wealth Partners's CNQ Position: Q3 2026 in Review

Elevation Wealth Partners held its Canadian Natural Resources (CNQ) position steady in Q3 2026 at 276 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #808.

Elevation Wealth Partners first reported a position in CNQ in Q2 2026 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold CNQ as of Q3 2026.

  • Elevation Wealth Partners held 276 shares of Canadian Natural Resources worth $13K as of Q3 2026.
  • Elevation Wealth Partners left its Canadian Natural Resources share count unchanged in Q3 2026.
  • Canadian Natural Resources made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #808 holding.
  • Elevation Wealth Partners first reported a position in Canadian Natural Resources in Q2 2026 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.