Westside Investment Management’s Suncor Energy SU Stock Holding History

Westside Investment 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
2026 Q2	$30.3K	Hold	564	–	–	﹤0.01%	771
2026 Q1	$37.2K	Hold	564	–	–	0.01%	662
2025 Q4	$25.7K	Hold	564	–	–	﹤0.01%	778
2025 Q3	$23.3K	Buy	564 +186	+49%	+$7.46K	﹤0.01%	822
2025 Q2	$14.3K	Buy	+378	New	+$13.7K	﹤0.01%	810
2021 Q2	–	Sell	-113	Closed	-$2	–	758
2021 Q1	$2	Hold	113	–	–	﹤0.01%	692
2020 Q4	$1	Hold	113	–	–	﹤0.01%	635
2020 Q3	$1	Hold	113	–	–	﹤0.01%	657
2020 Q2	$1	Hold	113	–	–	﹤0.01%	644
2020 Q1	$1	Buy	+113	New	+$2.96K	﹤0.01%	657
2019 Q2	$3K	Buy	+113	New	+$3.62K	﹤0.01%	590
2018 Q4	$3.16K	Hold	113	–	–	﹤0.01%	598
2018 Q3	$4.49K	Hold	113	–	–	﹤0.01%	604
2018 Q2	$4.56K	Hold	113	–	–	﹤0.01%	688
2018 Q1	$3.82K	Hold	113	–	–	﹤0.01%	702
2017 Q4	$4.26K	Buy	+113	New	+$3.92K	﹤0.01%	700

Other funds holding SU

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EIM

Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Westside Investment Management's SU Position: Q2 2026 in Review

Westside Investment Management held its Suncor Energy (SU) position steady in Q2 2026 at 564 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Westside Investment Management first reported a position in SU in Q4 2017 and has held it in 16 quarters since. The position peaked at $37.2K in Q1 2026. 754 funds tracked by Wall St. Rank hold SU as of Q2 2026.

Westside Investment Management held 564 shares of Suncor Energy worth $30.3K as of Q2 2026.
Westside Investment Management left its Suncor Energy share count unchanged in Q2 2026.
Suncor Energy made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #771 holding.
Westside Investment Management first reported a position in Suncor Energy in Q4 2017 and has held it in 16 quarters since.
Westside Investment Management's Suncor Energy position peaked at $37.2K in Q1 2026.
754 funds tracked by Wall St. Rank held Suncor Energy as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.