CPCM
SUNC

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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $928M AUM 25.4% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
NGA
Naples Global Advisors Naples, Florida $1.62B AUM 47.65% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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. 14 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.
  • 14 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.