Capstone Investment Advisors
SUNC

Capstone Investment Advisors’s SunocoCorp LLC SUNC Stock Holding History

Capstone Investment Advisors’s Portfolio SUNC Stock Details SUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-169,625
Closed -$8.36M – 1904
2025
Q4 		$8.36M Buy
+169,625
New +$8.54M 0.02% 294

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $2.91B AUM
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

Capstone Investment Advisors's SUNC Position: Q1 2026 in Review

Capstone Investment Advisors sold out of SunocoCorp LLC (SUNC) in Q1 2026, closing a stake of 169,625 shares — an estimated $8.36M sold.

Capstone Investment Advisors first reported a position in SUNC in Q4 2025 and held it in 1 quarter. The position peaked at $8.36M in Q4 2025. 159 funds tracked by Wall St. Rank hold SUNC as of Q1 2026.

  • Capstone Investment Advisors reported no remaining SunocoCorp LLC position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 169,625 SunocoCorp LLC shares in Q1 2026, an estimated $8.36M.
  • Capstone Investment Advisors first reported a position in SunocoCorp LLC in Q4 2025 and held it in 1 quarter.
  • Capstone Investment Advisors's SunocoCorp LLC position peaked at $8.36M in Q4 2025.
  • 159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.