Live Oak Investment Partners’s Suncor Energy SU Stock Holding History

Live Oak Investment Partners’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	$1.8M	Buy	33,523 +1,225	+4%	+$77.6K	0.97%	26
2026 Q1	$2.14M	Sell	32,298 -2,439	-7%	-$135K	1.26%	20
2025 Q4	$1.54M	Buy	34,737 +8,206	+31%	+$347K	0.95%	32
2025 Q3	$1.11M	Buy	26,531 +2,755	+12%	+$111K	0.73%	36
2025 Q2	$890K	Sell	23,776 -404	-2%	-$14.6K	0.68%	39
2025 Q1	$936K	Buy	+24,180	New	+$923K	0.74%	37
2024 Q4	–	Hold	0	–	–	–	43
2024 Q3	–	Hold	0	–	–	–	186
2024 Q2	–	Hold	0	–	–	–	213

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

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

Live Oak Investment Partners's SU Position: Q2 2026 in Review

Live Oak Investment Partners increased its Suncor Energy (SU) stake by 3.8% in Q2 2026, buying an estimated $77.6K and bringing the position to 33,523 shares worth $1.8M. The position accounts for 0.97% of the portfolio, ranked #26.

Live Oak Investment Partners first reported a position in SU in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.14M in Q1 2026. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Live Oak Investment Partners held 33,523 shares of Suncor Energy worth $1.8M as of Q2 2026.
Live Oak Investment Partners bought 1,225 Suncor Energy shares in Q2 2026, an estimated $77.6K.
Suncor Energy made up 0.97% of Live Oak Investment Partners's portfolio in Q2 2026, its #26 holding.
Live Oak Investment Partners first reported a position in Suncor Energy in Q1 2025 and has held it in 6 quarters since.
Live Oak Investment Partners's Suncor Energy position peaked at $2.14M in Q1 2026.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.