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Cardinal Point Capital Management’s SunocoCorp LLC SUNC Stock Holding History

Cardinal Point Capital Management’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
Q2 		$13.7M Sell
201,830
-1,683
-0.8% -$110K 0.77% 32
2026
Q1 		$12.5M Sell
203,513
-640
-0.3% -$36.4K 0.77% 36
2025
Q4 		$10.1M Buy
+204,153
New +$10.3M 0.66% 41

Other funds holding SUNC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cardinal Point Capital Management's SUNC Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its SunocoCorp LLC (SUNC) stake by 0.83% in Q2 2026, selling an estimated $110K and leaving 201,830 shares worth $13.7M. The position accounts for 0.77% of the portfolio, ranked #32.

Cardinal Point Capital Management first reported a position in SUNC in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

  • Cardinal Point Capital Management held 201,830 shares of SunocoCorp LLC worth $13.7M as of Q2 2026.
  • Cardinal Point Capital Management sold 1,683 SunocoCorp LLC shares in Q2 2026, an estimated $110K.
  • SunocoCorp LLC made up 0.77% of Cardinal Point Capital Management's portfolio in Q2 2026, its #32 holding.
  • Cardinal Point Capital Management first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 3 quarters since.
  • 174 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.