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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
Q2 		$539K Sell
13,642
-873
-6% -$39.7K ﹤0.01% 999
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 $846B AUM 46.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

EP Wealth Advisors's CNQ Position: Q2 2026 in Review

EP Wealth Advisors reduced its Canadian Natural Resources (CNQ) stake by 6% in Q2 2026, selling an estimated $39.7K and leaving 13,642 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

EP Wealth Advisors first reported a position in CNQ in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q1 2023. 747 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • EP Wealth Advisors held 13,642 shares of Canadian Natural Resources worth $539K as of Q2 2026.
  • EP Wealth Advisors sold 873 Canadian Natural Resources shares in Q2 2026, an estimated $39.7K.
  • Canadian Natural Resources made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #999 holding.
  • EP Wealth Advisors first reported a position in Canadian Natural Resources in Q3 2020 and has held it in 22 quarters since.
  • EP Wealth Advisors's Canadian Natural Resources position peaked at $1.43M in Q1 2023.
  • 747 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.