EWA
CNQ icon

EP Wealth Advisors’s Canadian Natural Resources CNQ Stock Holding History

EP Wealth Advisors’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
Q1 		$707K Buy
14,515
+370
+3% +$15.2K ﹤0.01% 760
2025
Q4 		$479K Buy
+14,145
New +$459K ﹤0.01% 899
2025
Q2 		$335K Sell
10,677
-4,144
-28% -$126K ﹤0.01% 954
2025
Q1 		$456K Sell
14,821
-1,718
-10% -$52.1K ﹤0.01% 741
2024
Q4 		$511K Buy
16,539
+2,357
+17% +$79.4K ﹤0.01% 689
2024
Q3 		$471K Buy
14,182
+2,850
+25% +$99.2K ﹤0.01% 710
2024
Q2 		$403K Buy
11,332
+1,960
+21% +$73.8K ﹤0.01% 585
2024
Q1 		$358K Sell
9,372
-18
-0.2% -$602 ﹤0.01% 583
2023
Q4 		$308K Buy
9,390
+34
+0.4% +$1.1K ﹤0.01% 611
2023
Q3 		$302K Sell
9,356
-272,872
-97% -$8.34M ﹤0.01% 557
2023
Q2 		$265K Buy
282,228
+237,088
+525% +$6.77M ﹤0.01% 589
2023
Q1 		$1.43M Buy
45,140
+28,920
+178% +$819K 0.02% 260
2022
Q4 		$450K Buy
+16,220
New +$464K 0.01% 403
2022
Q3 		– Sell
-13,910
Closed -$366K – 390
2022
Q2 		$366K Hold
13,910
– – 0.01% 441
2022
Q1 		$422K Sell
13,910
-384
-3% -$10.2K 0.01% 415
2021
Q4 		$296K Sell
14,294
-756
-5% -$15.3K 0.01% 467
2021
Q3 		$269K Sell
15,050
-8,944
-37% -$147K 0.01% 451
2021
Q2 		$426K Sell
23,994
-6,534
-21% -$108K 0.01% 367
2021
Q1 		$462K Sell
30,528
-1,634
-5% -$22.1K 0.01% 340
2020
Q4 		$379K Hold
32,162
– – 0.01% 311
2020
Q3 		$252K Buy
+32,162
New +$290K 0.01% 311

Other funds holding CNQ

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

EP Wealth Advisors's CNQ Position: Q1 2026 in Review

EP Wealth Advisors increased its Canadian Natural Resources (CNQ) stake by 2.6% in Q1 2026, buying an estimated $15.2K and bringing the position to 14,515 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

EP Wealth Advisors first reported a position in CNQ in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.43M in Q1 2023. 740 funds tracked by Wall St. Rank hold CNQ as of Q1 2026.

  • EP Wealth Advisors held 14,515 shares of Canadian Natural Resources worth $707K as of Q1 2026.
  • EP Wealth Advisors bought 370 Canadian Natural Resources shares in Q1 2026, an estimated $15.2K.
  • Canadian Natural Resources made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #760 holding.
  • EP Wealth Advisors first reported a position in Canadian Natural Resources in Q3 2020 and has held it in 21 quarters since.
  • EP Wealth Advisors's Canadian Natural Resources position peaked at $1.43M in Q1 2023.
  • 740 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.