Inscription Capital’s Sunoco SUN Stock Holding History

Inscription Capital’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	$252K	Hold	3,740	–	–	0.02%	611
2026 Q1	$243K	Buy	+3,740	New	+$227K	0.03%	549
2025 Q3	–	Sell	-3,740	Closed	-$200K	–	661
2025 Q2	$200K	Sell	3,740 -1,735	-32%	-$95.8K	0.03%	460
2025 Q1	$330K	Buy	+5,475	New	+$310K	0.05%	233
2024 Q3	$547K	Hold	10,198	–	–	0.08%	177
2024 Q2	$577K	Buy	10,198 +4,723	+86%	+$258K	0.09%	160
2024 Q1	$330K	Buy	+5,475	New	+$331K	0.05%	233

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

Inscription Capital's SUN Position: Q2 2026 in Review

Inscription Capital held its Sunoco (SUN) position steady in Q2 2026 at 3,740 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #611.

Inscription Capital first reported a position in SUN in Q1 2024 and has held it in 7 quarters since. The position peaked at $577K in Q2 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Inscription Capital held 3,740 shares of Sunoco worth $252K as of Q2 2026.
Inscription Capital left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Inscription Capital's portfolio in Q2 2026, its #611 holding.
Inscription Capital first reported a position in Sunoco in Q1 2024 and has held it in 7 quarters since.
Inscription Capital's Sunoco position peaked at $577K in Q2 2024.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.