Cedar Mountain Advisors’s Sunoco SUN Stock Holding History

Cedar Mountain Advisors’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	$6.28K	Hold	93	–	–	﹤0.01%	627
2026 Q1	$6.04K	Hold	93	–	–	﹤0.01%	597
2025 Q4	$4.87K	Hold	93	–	–	﹤0.01%	321
2025 Q3	$4.65K	Hold	93	–	–	﹤0.01%	340
2025 Q2	$4.98K	Hold	93	–	–	﹤0.01%	269
2025 Q1	$5.4K	Hold	93	–	–	﹤0.01%	246
2024 Q4	$4.78K	Hold	93	–	–	﹤0.01%	263
2024 Q3	$4.99K	Hold	93	–	–	﹤0.01%	246
2024 Q2	$5.26K	Buy	93 +40	+75%	+$2.18K	﹤0.01%	229
2024 Q1	$3.19K	Hold	53	–	–	﹤0.01%	252
2023 Q4	$3.18K	Hold	53	–	–	﹤0.01%	242
2023 Q3	$2.59K	Hold	53	–	–	﹤0.01%	243
2023 Q2	$2.31K	Hold	53	–	–	﹤0.01%	242
2023 Q1	$2.33K	Hold	53	–	–	﹤0.01%	238
2022 Q4	$2.28K	Hold	53	–	–	﹤0.01%	241
2022 Q3	$2K	Hold	53	–	–	﹤0.01%	263
2022 Q2	$2K	Hold	53	–	–	﹤0.01%	264
2022 Q1	$2K	Buy	+53	New	+$2.26K	﹤0.01%	276

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

Cedar Mountain Advisors's SUN Position: Q2 2026 in Review

Cedar Mountain Advisors held its Sunoco (SUN) position steady in Q2 2026 at 93 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Cedar Mountain Advisors first reported a position in SUN in Q1 2022 and has held it in 18 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Cedar Mountain Advisors held 93 shares of Sunoco worth $6.28K as of Q2 2026.
Cedar Mountain Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #627 holding.
Cedar Mountain Advisors first reported a position in Sunoco in Q1 2022 and has held it in 18 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.