Cresta Advisors’s Sunoco SUN Stock Holding History

Cresta 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 Q1	–	Sell	-1,222	Closed	-$64K	–	141
2025 Q4	$64K	Buy	+1,222	New	+$64.6K	0.03%	75

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Cresta Advisors's SUN Position: Q1 2026 in Review

Cresta Advisors sold out of Sunoco (SUN) in Q1 2026, closing a stake of 1,222 shares — an estimated $64K sold.

Cresta Advisors first reported a position in SUN in Q4 2025 and held it in 1 quarter. The position peaked at $64K in Q4 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Cresta Advisors reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
Cresta Advisors sold 1,222 Sunoco shares in Q1 2026, an estimated $64K.
Cresta Advisors first reported a position in Sunoco in Q4 2025 and held it in 1 quarter.
Cresta Advisors's Sunoco position peaked at $64K in Q4 2025.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Cresta Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.