Crescent Grove Advisors’s Sunoco SUN Stock Holding History

Crescent Grove 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	$2.83M	Buy	41,884 +15,015	+56%	+$998K	0.24%	78
2026 Q1	$1.75M	Buy	+26,869	New	+$1.63M	0.17%	100
2025 Q4	–	Sell	-4,040	Closed	-$202K	–	311
2025 Q3	$202K	Sell	4,040 -39,379	-91%	-$2.05M	0.02%	282
2025 Q2	$2.33M	Buy	43,419 +17,614	+68%	+$972K	0.23%	77
2025 Q1	$1.5M	Buy	+25,805	New	+$1.46M	0.16%	88
2024 Q4	–	Sell	-21,886	Closed	-$1.17M	–	297
2024 Q3	$1.17M	Buy	21,886 +12,326	+129%	+$669K	0.12%	107
2024 Q2	$541K	Buy	+9,560	New	+$521K	0.06%	158
2024 Q1	–	Sell	-7,800	Closed	-$467K	–	306
2023 Q4	$467K	Sell	7,800 -7,178	-48%	-$382K	0.05%	182
2023 Q3	$733K	Buy	14,978 +8,683	+138%	+$394K	0.09%	130
2023 Q2	$274K	Buy	+6,295	New	+$279K	0.03%	238

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

Crescent Grove Advisors's SUN Position: Q2 2026 in Review

Crescent Grove Advisors increased its Sunoco (SUN) stake by 56% in Q2 2026, buying an estimated $998K and bringing the position to 41,884 shares worth $2.83M. The position accounts for 0.24% of the portfolio, ranked #78.

Crescent Grove Advisors first reported a position in SUN in Q2 2023 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Crescent Grove Advisors held 41,884 shares of Sunoco worth $2.83M as of Q2 2026.
Crescent Grove Advisors bought 15,015 Sunoco shares in Q2 2026, an estimated $998K.
Sunoco made up 0.24% of Crescent Grove Advisors's portfolio in Q2 2026, its #78 holding.
Crescent Grove Advisors first reported a position in Sunoco in Q2 2023 and has held it in 10 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.