CAI
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Capital Advisors Inc’s Sunoco SUN Stock Holding History

Capital Advisors Inc’s Portfolio SUN Stock Details SUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265K Hold
3,932
– – ﹤0.01% 324
2026
Q1 		$255K Buy
+3,932
New +$239K ﹤0.01% 310
2025
Q4 		– Sell
-5,872
Closed -$294K – 361
2025
Q3 		$294K Sell
5,872
-1,386
-19% -$72.1K ﹤0.01% 261
2025
Q2 		$389K Buy
7,258
+34
+0.5% +$1.88K 0.01% 224
2025
Q1 		$419K Sell
7,224
-968
-12% -$54.8K 0.01% 213
2024
Q4 		$421K Buy
8,192
+3,033
+59% +$160K 0.01% 211
2024
Q3 		$277K Hold
5,159
– – 0.01% 255
2024
Q2 		$292K Buy
+5,159
New +$281K 0.01% 252

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Advisors Inc's SUN Position: Q2 2026 in Review

Capital Advisors Inc held its Sunoco (SUN) position steady in Q2 2026 at 3,932 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Capital Advisors Inc first reported a position in SUN in Q2 2024 and has held it in 8 quarters since. The position peaked at $421K in Q4 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Capital Advisors Inc held 3,932 shares of Sunoco worth $265K as of Q2 2026.
  • Capital Advisors Inc left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #324 holding.
  • Capital Advisors Inc first reported a position in Sunoco in Q2 2024 and has held it in 8 quarters since.
  • Capital Advisors Inc's Sunoco position peaked at $421K in Q4 2024.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.