Great Valley Advisor Group’s Suncor Energy SU Stock Holding History

Great Valley Advisor Group’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	$231K	Buy	4,307 +161	+4%	+$10.2K	﹤0.01%	933
2026 Q1	$274K	Buy	+4,146	New	+$229K	0.01%	854
2024 Q2	–	Sell	-8,823	Closed	-$326K	–	808
2024 Q1	$326K	Buy	8,823 +43	+0.5%	+$1.45K	0.01%	588
2023 Q4	$281K	Buy	8,780 +454	+5%	+$14.8K	0.01%	595
2023 Q3	$286K	Buy	8,326 +201	+2%	+$6.45K	0.01%	555
2023 Q2	$238K	Hold	8,125	–	–	0.01%	619
2023 Q1	$252K	Buy	8,125 +201	+3%	+$6.54K	0.01%	594
2022 Q4	$251K	Buy	7,924 +222	+3%	+$7.3K	0.01%	600
2022 Q3	$217K	Buy	+7,702	New	+$243K	0.01%	614

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

Great Valley Advisor Group's SU Position: Q2 2026 in Review

Great Valley Advisor Group increased its Suncor Energy (SU) stake by 3.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 4,307 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Great Valley Advisor Group first reported a position in SU in Q3 2022 and has held it in 9 quarters since. The position peaked at $326K in Q1 2024. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Great Valley Advisor Group held 4,307 shares of Suncor Energy worth $231K as of Q2 2026.
Great Valley Advisor Group bought 161 Suncor Energy shares in Q2 2026, an estimated $10.2K.
Suncor Energy made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #933 holding.
Great Valley Advisor Group first reported a position in Suncor Energy in Q3 2022 and has held it in 9 quarters since.
Great Valley Advisor Group's Suncor Energy position peaked at $326K in Q1 2024.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.