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

Valeo 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
2020
Q4 		– Sell
-2,042
Closed -$16K – 1699
2020
Q3 		$16K Buy
+2,042
New +$18.4K ﹤0.01% 965

Other funds holding CNQ

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
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
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
VV
Verity & Verity Beaufort, South Carolina $1.45B AUM 31.13% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

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

Valeo Financial Advisors increased its Canadian Natural Resources (CNQ) stake by 28% in Q2 2026, buying an estimated $59K and bringing the position to 5,904 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Valeo Financial Advisors first reported a position in CNQ in Q3 2017 and has held it in 17 quarters since. 233 funds tracked by Wall St. Rank hold CNQ as of Q2 2026.

  • Valeo Financial Advisors held 5,904 shares of Canadian Natural Resources worth $233K as of Q2 2026.
  • Valeo Financial Advisors bought 1,297 Canadian Natural Resources shares in Q2 2026, an estimated $59K.
  • Canadian Natural Resources made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #711 holding.
  • Valeo Financial Advisors first reported a position in Canadian Natural Resources in Q3 2017 and has held it in 17 quarters since.
  • 233 funds tracked by Wall St. Rank held Canadian Natural Resources as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.