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 Q3	$41.9K	Hold	575	–	–	﹤0.01%	1491
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 $984M AUM 41.12% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

CoreCap Advisors's SUN Position: Q3 2026 in Review

CoreCap Advisors held its Sunoco (SUN) position steady in Q3 2026 at 575 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

CoreCap Advisors first reported a position in SUN in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.25M in Q3 2024. 70 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

CoreCap Advisors held 575 shares of Sunoco worth $41.9K as of Q3 2026.
CoreCap Advisors left its Sunoco share count unchanged in Q3 2026.
Sunoco made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1491 holding.
CoreCap Advisors first reported a position in Sunoco in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's Sunoco position peaked at $2.25M in Q3 2024.
70 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.