CVA Family Office’s Sunoco SUN Stock Holding History

CVA Family Office’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	$5.33K	Hold	79	–	–	﹤0.01%	1253
2026 Q1	$5.13K	Hold	79	–	–	﹤0.01%	1226
2025 Q4	$4.14K	Hold	79	–	–	﹤0.01%	907
2025 Q3	$3.95K	Hold	79	–	–	﹤0.01%	921
2025 Q2	$4.23K	Hold	79	–	–	﹤0.01%	911
2025 Q1	$4.59K	Hold	79	–	–	﹤0.01%	904
2024 Q4	$4.06K	Hold	79	–	–	﹤0.01%	904
2024 Q3	$4.24K	Hold	79	–	–	﹤0.01%	872
2024 Q2	$4.47K	Hold	79	–	–	﹤0.01%	845
2024 Q1	$4.76K	Hold	79	–	–	﹤0.01%	836
2023 Q4	$4.73K	Buy	+79	New	+$4.2K	﹤0.01%	824

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

CVA Family Office's SUN Position: Q2 2026 in Review

CVA Family Office held its Sunoco (SUN) position steady in Q2 2026 at 79 shares worth $5.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

CVA Family Office first reported a position in SUN in Q4 2023 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

CVA Family Office held 79 shares of Sunoco worth $5.33K as of Q2 2026.
CVA Family Office left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1253 holding.
CVA Family Office first reported a position in Sunoco in Q4 2023 and has held it in 11 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.