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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
2024
Q3 		– Sell
-50
Closed -$17.4K – 869
2024
Q2 		$17.4K Buy
50
+2
+4% +$77 0.01% 548
2024
Q1 		$18.2K Buy
48
+5
+12% +$168 0.01% 539
2023
Q4 		$7.88K Buy
43
+21
+95% +$686 ﹤0.01% 670
2023
Q3 		$3K Buy
22
+12
+120% +$385 ﹤0.01% 786
2023
Q2 		$1K Buy
+10
New +$299 ﹤0.01% 869

Other funds holding SU

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
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
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Invesco
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. 644 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.
  • 644 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.