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Larry Mathis Financial Planning’s Canadian Natural Resources CNQ Stock Holding History

Larry Mathis Financial Planning’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 		$322K Sell
8,158
-279
-3% -$12.7K 0.25% 101
2026
Q1 		$411K Sell
8,437
-135
-2% -$5.55K 0.37% 69
2025
Q4 		$290K Buy
+8,572
New +$278K 0.26% 111

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

Larry Mathis Financial Planning's CNQ Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Canadian Natural Resources (CNQ) stake by 3.3% in Q2 2026, selling an estimated $12.7K and leaving 8,158 shares worth $322K. The position accounts for 0.25% of the portfolio, ranked #101.

Larry Mathis Financial Planning first reported a position in CNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $411K in Q1 2026. 746 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Larry Mathis Financial Planning held 8,158 shares of Canadian Natural Resources worth $322K as of Q2 2026.
  • Larry Mathis Financial Planning sold 279 Canadian Natural Resources shares in Q2 2026, an estimated $12.7K.
  • Canadian Natural Resources made up 0.25% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #101 holding.
  • Larry Mathis Financial Planning first reported a position in Canadian Natural Resources in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Canadian Natural Resources position peaked at $411K in Q1 2026.
  • 746 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.