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Peak Financial Advisors’s Canadian Natural Resources CNQ Stock Holding History

Peak Financial Advisors’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 		$3.52M Sell
89,125
-4,715
-5% -$214K 1.46% 18
2026
Q1 		$4.57M Buy
93,840
+290
+0.3% +$11.9K 2.02% 10
2025
Q4 		$3.17M Sell
93,550
-1,422
-1% -$46.1K 1.42% 12
2025
Q3 		$3.04M Buy
94,972
+9,103
+11% +$285K 1.46% 18
2025
Q2 		$2.7M Buy
85,869
+8,616
+11% +$261K 1.38% 17
2025
Q1 		$2.38M Buy
77,253
+557
+0.7% +$16.9K 1.21% 34
2024
Q4 		$2.37M Sell
76,696
-1,006
-1% -$33.9K 1.23% 30
2024
Q3 		$2.58M Buy
77,702
+630
+0.8% +$21.9K 1.33% 34
2024
Q2 		$2.74M Sell
77,072
-3,418
-4% -$129K 1.57% 26
2024
Q1 		$3.07M Buy
80,490
+2,746
+4% +$91.9K 1.87% 18
2023
Q4 		$2.55M Buy
77,744
+4,660
+6% +$151K 1.7% 23
2023
Q3 		$2.36M Buy
73,084
+9,840
+16% +$301K 2.55% 14
2023
Q2 		$1.78M Sell
63,244
-5,890
-9% -$168K 1.4% 31
2023
Q1 		$1.91M Sell
69,134
-1,254
-2% -$35.5K 1.62% 19
2022
Q4 		$1.95M Buy
70,388
+1,450
+2% +$41.4K 1.78% 19
2022
Q3 		$1.6M Sell
68,938
-5,415
-7% -$140K 1.97% 18
2022
Q2 		$1.96M Sell
74,353
-67,180
-47% -$2.04M 1.94% 15
2022
Q1 		$4.3M Sell
141,533
-47,080
-25% -$1.25M 3.68% 6
2021
Q4 		$3.9M Buy
188,613
+3,295
+2% +$66.7K 3.01% 7
2021
Q3 		$3.32M Buy
185,318
+9,498
+5% +$156K 2.92% 7
2021
Q2 		$3.12M Buy
175,820
+2,027
+1% +$33.4K 2.69% 6
2021
Q1 		$2.63M Buy
173,793
+11,719
+7% +$158K 2.21% 8
2020
Q4 		$1.91M Buy
+162,074
New +$1.63M 1.64% 20

Other funds holding CNQ

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
RAM
Rempart Asset Management Montreal, Canada $488M AUM 20.68% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Peak Financial Advisors's CNQ Position: Q2 2026 in Review

Peak Financial Advisors reduced its Canadian Natural Resources (CNQ) stake by 5% in Q2 2026, selling an estimated $214K and leaving 89,125 shares worth $3.52M. The position accounts for 1.46% of the portfolio, ranked #18.

Peak Financial Advisors first reported a position in CNQ in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.57M in Q1 2026. 94 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Peak Financial Advisors held 89,125 shares of Canadian Natural Resources worth $3.52M as of Q2 2026.
  • Peak Financial Advisors sold 4,715 Canadian Natural Resources shares in Q2 2026, an estimated $214K.
  • Canadian Natural Resources made up 1.46% of Peak Financial Advisors's portfolio in Q2 2026, its #18 holding.
  • Peak Financial Advisors first reported a position in Canadian Natural Resources in Q4 2020 and has held it in 23 quarters since.
  • Peak Financial Advisors's Canadian Natural Resources position peaked at $4.57M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.