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SUN icon

CoreCap Advisors’s Sunoco SUN Stock Holding History

CoreCap 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 		$38.8K Hold
575
– – ﹤0.01% 1514
2026
Q1 		$37.4K Hold
575
– – ﹤0.01% 1435
2025
Q4 		$30.1K Hold
575
– – ﹤0.01% 1518
2025
Q3 		$28.8K Sell
575
-2
-0.3% -$104 ﹤0.01% 1543
2025
Q2 		$30.9K Hold
577
– – ﹤0.01% 1445
2025
Q1 		$33.5K Sell
577
-348
-38% -$19.7K ﹤0.01% 1337
2024
Q4 		$47.6K Sell
925
-40,901
-98% -$2.16M ﹤0.01% 1197
2024
Q3 		$2.25M Buy
41,826
+6,815
+19% +$370K 0.11% 201
2024
Q2 		$1.98M Buy
35,011
+2,359
+7% +$129K 0.21% 107
2024
Q1 		$1.97M Sell
32,652
-1,315
-4% -$79.5K 0.1% 194
2023
Q4 		$2.04M Buy
+33,967
New +$1.81M 0.13% 157
2022
Q1 		– Sell
-1,000
Closed -$41K – 1893
2021
Q4 		$41K Buy
+1,000
New +$39.7K ﹤0.01% 1070

Other funds holding SUN

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
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

CoreCap Advisors's SUN Position: Q2 2026 in Review

CoreCap Advisors held its Sunoco (SUN) position steady in Q2 2026 at 575 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

CoreCap Advisors first reported a position in SUN in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.25M in Q3 2024. 38 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • CoreCap Advisors held 575 shares of Sunoco worth $38.8K as of Q2 2026.
  • CoreCap Advisors left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1514 holding.
  • CoreCap Advisors first reported a position in Sunoco in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Sunoco position peaked at $2.25M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.