West Oak Capital’s Suncor Energy SU Stock Holding History

West Oak Capital’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 Q3	–	Sell	-200	Closed	-$75	–	305
2025 Q2	$75	Hold	200	–	–	﹤0.01%	253
2025 Q1	$77	Hold	200	–	–	﹤0.01%	250
2024 Q4	$71K	Hold	200	–	–	﹤0.01%	252
2024 Q3	$74	Hold	200	–	–	﹤0.01%	257
2024 Q2	$7.62K	Hold	200	–	–	﹤0.01%	265
2024 Q1	$7K	Hold	200	–	–	﹤0.01%	262
2023 Q4	$7K	Hold	200	–	–	﹤0.01%	261
2023 Q3	$7K	Hold	200	–	–	﹤0.01%	261
2023 Q2	$5.86K	Hold	200	–	–	﹤0.01%	271
2023 Q1	$6.21K	Hold	200	–	–	﹤0.01%	268
2022 Q4	$6K	Hold	200	–	–	﹤0.01%	236
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	269
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	263
2022 Q1	$7K	Buy	+200	New	+$5.94K	﹤0.01%	287
2016 Q4	–	Sell	-182	Closed	-$5.06K	–	374
2016 Q3	$5.06K	Buy	+182	New	+$4.97K	﹤0.01%	316

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

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

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

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

West Oak Capital's SU Position: Q3 2025 in Review

West Oak Capital sold out of Suncor Energy (SU) in Q3 2025, closing a stake of 200 shares — an estimated $75 sold.

West Oak Capital first reported a position in SU in Q3 2016 and held it in 15 quarters. The position peaked at $71K in Q4 2024. 637 funds tracked by Wall St. Rank hold SU as of Q3 2025.

West Oak Capital reported no remaining Suncor Energy position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 200 Suncor Energy shares in Q3 2025, an estimated $75.
West Oak Capital first reported a position in Suncor Energy in Q3 2016 and held it in 15 quarters.
West Oak Capital's Suncor Energy position peaked at $71K in Q4 2024.
637 funds tracked by Wall St. Rank held Suncor Energy as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.