Cascade Investment Group’s Sunoco SUN Stock Holding History

Cascade Investment Group’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 Q1	$1.42M	Sell	21,880 -900	-4%	-$54.6K	0.94%	28
2025 Q4	$1.19M	Sell	22,780 -1,495	-6%	-$79K	0.8%	31
2025 Q3	$1.21M	Sell	24,275 -600	-2%	-$31.2K	0.8%	32
2025 Q2	$1.33M	Sell	24,875 -600	-2%	-$33.1K	0.93%	29
2025 Q1	$1.48M	Sell	25,475 -605	-2%	-$34.2K	1.14%	23
2024 Q4	$1.34M	Sell	26,080 -1,700	-6%	-$89.8K	0.96%	29
2024 Q3	$1.49M	Sell	27,780 -1,250	-4%	-$67.8K	1.09%	20
2024 Q2	$1.64M	Sell	29,030 -1,285	-4%	-$70.1K	1.28%	18
2024 Q1	$1.83M	Sell	30,315 -700	-2%	-$42.3K	1.37%	17
2023 Q4	$1.86M	Hold	31,015	–	–	1.5%	14
2023 Q3	$1.52M	Hold	31,015	–	–	1.43%	18
2023 Q2	$1.35M	Sell	31,015 -150	-0.5%	-$6.64K	1.24%	19
2023 Q1	$1.37M	Sell	31,165 -1,100	-3%	-$49.6K	1.35%	17
2022 Q4	$1.39M	Buy	+32,265	New	+$1.36M	1.45%	15

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Cascade Investment Group's SUN Position: Q1 2026 in Review

Cascade Investment Group reduced its Sunoco (SUN) stake by 4% in Q1 2026, selling an estimated $54.6K and leaving 21,880 shares worth $1.42M. The position accounts for 0.94% of the portfolio, ranked #28.

Cascade Investment Group first reported a position in SUN in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.86M in Q4 2023. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Cascade Investment Group held 21,880 shares of Sunoco worth $1.42M as of Q1 2026.
Cascade Investment Group sold 900 Sunoco shares in Q1 2026, an estimated $54.6K.
Sunoco made up 0.94% of Cascade Investment Group's portfolio in Q1 2026, its #28 holding.
Cascade Investment Group first reported a position in Sunoco in Q4 2022 and has held it in 14 quarters since.
Cascade Investment Group's Sunoco position peaked at $1.86M in Q4 2023.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Cascade Investment Group's 13F filing for Q1 2026, filed 13 May 2026.