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Summit Financial Wealth Advisors’s Canadian Natural Resources CNQ Stock Holding History

Summit Financial Wealth 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 		$277K Sell
7,025
-20
-0.3% -$909 0.04% 183
2026
Q1 		$343K Buy
7,045
+617
+10% +$25.4K 0.05% 140
2025
Q4 		$218K Buy
+6,428
New +$208K 0.03% 185

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

Summit Financial Wealth Advisors's CNQ Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Canadian Natural Resources (CNQ) stake by 0.28% in Q2 2026, selling an estimated $909 and leaving 7,025 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #183.

Summit Financial Wealth Advisors first reported a position in CNQ in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q1 2026. 747 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Summit Financial Wealth Advisors held 7,025 shares of Canadian Natural Resources worth $277K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 20 Canadian Natural Resources shares in Q2 2026, an estimated $909.
  • Canadian Natural Resources made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Summit Financial Wealth Advisors first reported a position in Canadian Natural Resources in Q4 2025 and has held it in 3 quarters since.
  • Summit Financial Wealth Advisors's Canadian Natural Resources position peaked at $343K in Q1 2026.
  • 747 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.