Evermay Wealth Management’s Canadian Natural Resources CNQ Stock Holding History

Evermay Wealth Management’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	$152K	Buy	3,800 +200	+6%	+$9.09K	0.02%	231
2026 Q1	$177K	Hold	3,600	–	–	0.02%	203
2025 Q4	$123K	Hold	3,600	–	–	0.01%	241
2025 Q3	$117K	Hold	3,600	–	–	0.01%	249
2025 Q2	$115K	Hold	3,600	–	–	0.01%	248
2025 Q1	$112K	Hold	3,600	–	–	0.01%	250
2024 Q4	$113K	Hold	3,600	–	–	0.02%	246
2024 Q3	$121K	Hold	3,600	–	–	0.02%	250
2024 Q2	$130K	Hold	3,600	–	–	0.02%	236
2024 Q1	$139K	Hold	3,600	–	–	0.02%	235
2023 Q4	$119K	Hold	3,600	–	–	0.02%	229
2023 Q3	$118K	Hold	3,600	–	–	0.02%	216
2023 Q2	$102K	Hold	3,600	–	–	0.02%	242
2023 Q1	$101K	Hold	3,600	–	–	0.02%	238
2022 Q4	$101K	Hold	3,600	–	–	0.02%	228
2022 Q3	$85K	Sell	3,600 -76	-2%	-$1.97K	0.02%	231
2022 Q2	$98K	Hold	3,676	–	–	0.02%	221
2022 Q1	$112K	Hold	3,676	–	–	0.02%	248
2021 Q4	$76K	Buy	+3,676	New	+$74.4K	0.01%	243

Other funds holding CNQ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 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

Evermay Wealth Management's CNQ Position: Q2 2026 in Review

Evermay Wealth Management increased its Canadian Natural Resources (CNQ) stake by 5.6% in Q2 2026, buying an estimated $9.09K and bringing the position to 3,800 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #231.

Evermay Wealth Management first reported a position in CNQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $177K in Q1 2026. 747 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

Evermay Wealth Management held 3,800 shares of Canadian Natural Resources worth $152K as of Q2 2026.
Evermay Wealth Management bought 200 Canadian Natural Resources shares in Q2 2026, an estimated $9.09K.
Canadian Natural Resources made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #231 holding.
Evermay Wealth Management first reported a position in Canadian Natural Resources in Q4 2021 and has held it in 19 quarters since.
Evermay Wealth Management's Canadian Natural Resources position peaked at $177K in Q1 2026.
747 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.