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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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 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. 170 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.
  • 170 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.