Cary Street Partners’s Sunoco SUN Stock Holding History

Cary Street Partners’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	$1.12M	Hold	16,569	–	–	0.02%	472
2026 Q1	$1.08M	Hold	16,569	–	–	0.03%	432
2025 Q4	$868K	Hold	16,569	–	–	0.02%	471
2025 Q3	$829K	Buy	16,569 +450	+3%	+$23.4K	0.02%	467
2025 Q2	$864K	Hold	16,119	–	–	0.02%	437
2025 Q1	$936K	Buy	+16,119	New	+$912K	0.03%	407

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's SUN Position: Q2 2026 in Review

Cary Street Partners held its Sunoco (SUN) position steady in Q2 2026 at 16,569 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #472.

Cary Street Partners first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Cary Street Partners held 16,569 shares of Sunoco worth $1.12M as of Q2 2026.
Cary Street Partners left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #472 holding.
Cary Street Partners first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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