Oakworth Capital’s Suncor Energy SU Stock Holding History

Oakworth Capital’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	$9.23K	Hold	172	–	–	﹤0.01%	707
2026 Q1	$11.4K	Hold	172	–	–	﹤0.01%	649
2025 Q4	$7.63K	Buy	+172	New	+$7.27K	﹤0.01%	685
2025 Q2	–	Sell	-196	Closed	-$7.59K	–	702
2025 Q1	$7.59K	Buy	+196	New	+$7.48K	﹤0.01%	541
2022 Q1	–	Sell	-425	Closed	-$11K	–	588
2021 Q4	$11K	Sell	425 -178	-30%	-$4.34K	﹤0.01%	473
2021 Q3	$13K	Sell	603 -204	-25%	-$4.08K	﹤0.01%	458
2021 Q2	$19K	Hold	807	–	–	﹤0.01%	414
2021 Q1	$17K	Hold	807	–	–	﹤0.01%	410
2020 Q4	$14K	Hold	807	–	–	﹤0.01%	399
2020 Q3	$10K	Hold	807	–	–	﹤0.01%	431
2020 Q2	$14K	Hold	807	–	–	﹤0.01%	378
2020 Q1	$13K	Hold	807	–	–	﹤0.01%	362
2019 Q4	$27K	Buy	807 +603	+296%	+$18.8K	﹤0.01%	347
2019 Q3	$6K	Sell	204 -21	-9%	-$632	﹤0.01%	477
2019 Q2	$7K	Buy	225 +21	+10%	+$672	﹤0.01%	513
2019 Q1	$7K	Hold	204	–	–	﹤0.01%	484
2018 Q4	$6K	Hold	204	–	–	﹤0.01%	482
2018 Q3	$8K	Hold	204	–	–	﹤0.01%	479
2018 Q2	$8K	Hold	204	–	–	﹤0.01%	492
2018 Q1	$8K	Hold	204	–	–	﹤0.01%	465
2017 Q4	$7K	Hold	204	–	–	﹤0.01%	493
2017 Q3	$6K	Hold	204	–	–	﹤0.01%	522
2017 Q2	$6K	Hold	204	–	–	﹤0.01%	511
2017 Q1	$6K	Hold	204	–	–	﹤0.01%	513
2016 Q4	$6K	Buy	+204	New	+$6.25K	﹤0.01%	519

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

Oakworth Capital's SU Position: Q2 2026 in Review

Oakworth Capital held its Suncor Energy (SU) position steady in Q2 2026 at 172 shares worth $9.23K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Oakworth Capital first reported a position in SU in Q4 2016 and has held it in 25 quarters since. The position peaked at $27K in Q4 2019. 757 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Oakworth Capital held 172 shares of Suncor Energy worth $9.23K as of Q2 2026.
Oakworth Capital left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #707 holding.
Oakworth Capital first reported a position in Suncor Energy in Q4 2016 and has held it in 25 quarters since.
Oakworth Capital's Suncor Energy position peaked at $27K in Q4 2019.
757 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.