Oppenheimer Asset Management’s Suncor Energy SU Stock Holding History

Oppenheimer Asset Management’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
2025 Q3	–	Sell	-50,138	Closed	-$1.88M	–	1212
2025 Q2	$1.88M	Sell	50,138 -518	-1%	-$18.7K	0.02%	579
2025 Q1	$1.96M	Buy	50,656 +1,446	+3%	+$55.2K	0.02%	525
2024 Q4	$1.76M	Buy	49,210 +1,231	+3%	+$47.4K	0.02%	576
2024 Q3	$1.77M	Sell	47,979 -844	-2%	-$32.6K	0.02%	579
2024 Q2	$1.86M	Buy	48,823 +8,467	+21%	+$327K	0.02%	542
2024 Q1	$1.49M	Buy	40,356 +99	+0.2%	+$3.33K	0.02%	582
2023 Q4	$1.29M	Sell	40,257 -1,053	-3%	-$34.4K	0.02%	638
2023 Q3	$1.42M	Buy	41,310 +254	+0.6%	+$8.14K	0.02%	593
2023 Q2	$1.2M	Sell	41,056 -23,734	-37%	-$710K	0.02%	651
2023 Q1	$2.01M	Sell	64,790 -2,574	-4%	-$83.7K	0.03%	487
2022 Q4	$2.14M	Buy	67,364 +17	+0%	+$559	0.03%	457
2022 Q3	$1.9M	Sell	67,347 -4,480	-6%	-$142K	0.03%	464
2022 Q2	$2.52M	Sell	71,827 -6,288	-8%	-$229K	0.04%	405
2022 Q1	$2.55M	Sell	78,115 -368	-0.5%	-$10.9K	0.04%	463
2021 Q4	$1.96M	Sell	78,483 -832	-1%	-$20.3K	0.03%	558
2021 Q3	$1.65M	Buy	79,315 +1,526	+2%	+$30.5K	0.02%	595
2021 Q2	$1.86M	Buy	77,789 +2,907	+4%	+$66.7K	0.03%	558
2021 Q1	$1.56M	Buy	74,882 +7,251	+11%	+$142K	0.02%	585
2020 Q4	$1.13M	Sell	67,631 -6,518	-9%	-$95.7K	0.02%	652
2020 Q3	$907K	Buy	74,149 +25,662	+53%	+$402K	0.02%	647
2020 Q2	$818K	Buy	48,487 +11,621	+32%	+$199K	0.02%	656
2020 Q1	$582K	Buy	36,866 +938	+3%	+$24.6K	0.01%	683
2019 Q4	$1.18M	Buy	35,928 +1,857	+5%	+$58K	0.02%	589
2019 Q3	$1.08M	Buy	34,071 +6,388	+23%	+$192K	0.02%	584
2019 Q2	$862K	Buy	27,683 +937	+4%	+$30K	0.02%	665
2019 Q1	$867K	Buy	26,746 +647	+2%	+$21.1K	0.02%	644
2018 Q4	$730K	Buy	26,099 +3,247	+14%	+$108K	0.02%	657
2018 Q3	$883K	Sell	22,852 -1,434	-6%	-$58K	0.02%	650
2018 Q2	$988K	Buy	24,286 +2,162	+10%	+$84.2K	0.02%	598
2018 Q1	$764K	Sell	22,124 -3,704	-14%	-$129K	0.02%	670
2017 Q4	$905K	Hold	25,828	–	–	0.02%	621
2017 Q3	$905K	Buy	25,828 +1,530	+6%	+$48.8K	0.02%	624
2017 Q2	$710K	Sell	24,298 -3,487	-13%	-$107K	0.02%	689
2017 Q1	$853K	Buy	+27,785	New	+$875K	0.02%	623

Other funds holding SU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Oppenheimer Asset Management's SU Position: Q3 2025 in Review

Oppenheimer Asset Management sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 50,138 shares — an estimated $1.88M sold.

Oppenheimer Asset Management first reported a position in SU in Q1 2017 and held it in 34 quarters. The position peaked at $2.55M in Q1 2022. 638 funds tracked by Wall St. Rank hold SU as of Q3 2025.

Oppenheimer Asset Management reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
Oppenheimer Asset Management sold 50,138 Suncor Energy shares in Q3 2025, an estimated $1.88M.
Oppenheimer Asset Management first reported a position in Suncor Energy in Q1 2017 and held it in 34 quarters.
Oppenheimer Asset Management's Suncor Energy position peaked at $2.55M in Q1 2022.
638 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on Oppenheimer Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.