Infrastructure Capital Advisors’s Sunoco SUN Stock Holding History

Infrastructure Capital 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	$67.2M	Buy	995,794 +22,859	+2%	+$1.52M	3.93%	3
2026 Q1	$63.2M	Buy	972,935 +247,569	+34%	+$15M	4.4%	4
2025 Q4	$38M	Buy	725,366 +76,939	+12%	+$4.07M	3.68%	12
2025 Q3	$33.9M	Sell	648,427 -334,226	-34%	-$17.4M	3.37%	12
2025 Q2	$52.7M	Buy	982,653 +686,211	+231%	+$37.9M	4.12%	7
2025 Q1	$8M	Sell	296,442 -940,846	-76%	-$53.2M	0.59%	25
2024 Q4	$63.6M	Buy	1,237,288 +149,881	+14%	+$7.92M	4.46%	3
2024 Q3	$58.4M	Buy	1,087,407 +32,239	+3%	+$1.75M	7.88%	3
2024 Q2	$59.7M	Buy	1,055,168 +994,004	+1,625%	+$54.2M	7.7%	6
2024 Q1	$3.69M	Buy	61,164 +40,973	+203%	+$2.48M	0.47%	30
2023 Q4	$1.21M	Buy	+20,191	New	+$1.07M	0.17%	48

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

Infrastructure Capital Advisors's SUN Position: Q2 2026 in Review

Infrastructure Capital Advisors increased its Sunoco (SUN) stake by 2.3% in Q2 2026, buying an estimated $1.52M and bringing the position to 995,794 shares worth $67.2M. The position accounts for 3.93% of the portfolio, ranked #3.

Infrastructure Capital Advisors 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.

Infrastructure Capital Advisors held 995,794 shares of Sunoco worth $67.2M as of Q2 2026.
Infrastructure Capital Advisors bought 22,859 Sunoco shares in Q2 2026, an estimated $1.52M.
Sunoco made up 3.93% of Infrastructure Capital Advisors's portfolio in Q2 2026, its #3 holding.
Infrastructure Capital Advisors 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 Infrastructure Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.