Cary Street Partners Investment Advisory’s Sunoco SUN Stock Holding History

Cary Street Partners Investment Advisory’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	$459K	Hold	6,796	–	–	0.09%	216
2026 Q1	$442K	Hold	6,796	–	–	0.11%	196
2025 Q4	$356K	Hold	6,796	–	–	0.1%	213
2025 Q3	$340K	Buy	6,796 +680	+11%	+$35.4K	0.14%	162
2025 Q2	$328K	Hold	6,116	–	–	0.16%	152
2025 Q1	$355K	Hold	6,116	–	–	0.2%	127
2024 Q4	$315K	Hold	6,116	–	–	0.21%	124
2024 Q3	$328K	Hold	6,116	–	–	0.01%	600
2024 Q2	$346K	Buy	+6,116	New	+$333K	0.01%	553

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's SUN Position: Q2 2026 in Review

Cary Street Partners Investment Advisory held its Sunoco (SUN) position steady in Q2 2026 at 6,796 shares worth $459K. The position accounts for 0.09% of the portfolio, ranked #216.

Cary Street Partners Investment Advisory first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Cary Street Partners Investment Advisory held 6,796 shares of Sunoco worth $459K as of Q2 2026.
Cary Street Partners Investment Advisory left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.09% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #216 holding.
Cary Street Partners Investment Advisory first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.