HHCP
SUN icon

Hilton Head Capital Partners’s Sunoco SUN Stock Holding History

Hilton Head Capital Partners’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 		$161K Buy
2,388
+64
+3% +$4.25K 0.08% 166
2026
Q1 		$151K Sell
2,324
-1,765
-43% -$107K 0.09% 165
2025
Q4 		$214K Buy
+4,089
New +$216K 0.13% 132

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hilton Head Capital Partners's SUN Position: Q2 2026 in Review

Hilton Head Capital Partners increased its Sunoco (SUN) stake by 2.8% in Q2 2026, buying an estimated $4.25K and bringing the position to 2,388 shares worth $161K. The position accounts for 0.08% of the portfolio, ranked #166.

Hilton Head Capital Partners first reported a position in SUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $214K in Q4 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Hilton Head Capital Partners held 2,388 shares of Sunoco worth $161K as of Q2 2026.
  • Hilton Head Capital Partners bought 64 Sunoco shares in Q2 2026, an estimated $4.25K.
  • Sunoco made up 0.08% of Hilton Head Capital Partners's portfolio in Q2 2026, its #166 holding.
  • Hilton Head Capital Partners first reported a position in Sunoco in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Sunoco position peaked at $214K in Q4 2025.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.