Tyler-Stone Wealth Management’s Suncor Energy SU Stock Holding History

Tyler-Stone Wealth 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 Q2	$1.01M	Buy	26,897 +2	+0%	+$72	0.16%	116
2025 Q1	$1.04M	Sell	26,895 -2,977	-10%	-$114K	0.19%	105
2024 Q4	$1.07M	Sell	29,872 -698	-2%	-$26.9K	0.19%	96
2024 Q3	$1.13M	Buy	30,570 +14,736	+93%	+$569K	0.21%	87
2024 Q2	$603K	Sell	15,834 -1,899	-11%	-$73.4K	0.25%	81
2024 Q1	$655K	Sell	17,733 -3,740	-17%	-$126K	0.29%	72
2023 Q4	$688K	Sell	21,473 -599	-3%	-$19.6K	0.34%	63
2023 Q3	$759K	Sell	22,072 -798	-3%	-$25.6K	0.43%	49
2023 Q2	$671K	Buy	+22,870	New	+$684K	0.38%	57
2022 Q4	$719K	Buy	22,667 +2	+0%	+$66	0.49%	46
2022 Q3	$638K	Buy	22,665 +127	+0.6%	+$4.01K	0.49%	47
2022 Q2	$790K	Buy	22,538 +2,151	+11%	+$78.3K	0.53%	42
2022 Q1	$664K	Buy	20,387 +301	+1%	+$8.93K	0.37%	61
2021 Q4	$503K	Buy	+20,086	New	+$489K	0.27%	84

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $20.1B AUM 60.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tyler-Stone Wealth Management's SU Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Suncor Energy (SU) stake by 0.01% in Q2 2025, buying an estimated $72 and bringing the position to 26,897 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #116.

Tyler-Stone Wealth Management first reported a position in SU in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.13M in Q3 2024. 643 funds tracked by Wall St. Rank hold SU as of Q2 2025.

Tyler-Stone Wealth Management held 26,897 shares of Suncor Energy worth $1.01M as of Q2 2025.
Tyler-Stone Wealth Management bought 2 Suncor Energy shares in Q2 2025, an estimated $72.
Suncor Energy made up 0.16% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #116 holding.
Tyler-Stone Wealth Management first reported a position in Suncor Energy in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Suncor Energy position peaked at $1.13M in Q3 2024.
643 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.