MAI Capital Management’s Sunoco SUN Stock Holding History

MAI Capital Management’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	$512K	Buy	7,584 +2,089	+38%	+$139K	﹤0.01%	1290
2026 Q1	$357K	Sell	5,495 -150	-3%	-$9.1K	﹤0.01%	1178
2025 Q4	$296K	Sell	5,645 -72	-1%	-$3.8K	﹤0.01%	1159
2025 Q3	$286K	Buy	5,717 +130	+2%	+$6.76K	﹤0.01%	1125
2025 Q2	$299K	Buy	5,587 +3	+0.1%	+$166	﹤0.01%	1011
2025 Q1	$324K	Buy	5,584 +157	+3%	+$8.89K	﹤0.01%	950
2024 Q4	$279K	Buy	5,427 +52	+1%	+$2.75K	﹤0.01%	1016
2024 Q3	$289K	Buy	5,375 +754	+16%	+$40.9K	﹤0.01%	895
2024 Q2	$261K	Sell	4,621 -159	-3%	-$8.67K	﹤0.01%	1037
2024 Q1	$288K	Hold	4,780	–	–	﹤0.01%	994
2023 Q4	$286K	Hold	4,780	–	–	﹤0.01%	889
2023 Q3	$234K	Hold	4,780	–	–	﹤0.01%	917
2023 Q2	$208K	Buy	+4,780	New	+$212K	﹤0.01%	955

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

MAI Capital Management's SUN Position: Q2 2026 in Review

MAI Capital Management increased its Sunoco (SUN) stake by 38% in Q2 2026, buying an estimated $139K and bringing the position to 7,584 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

MAI Capital Management first reported a position in SUN in Q2 2023 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

MAI Capital Management held 7,584 shares of Sunoco worth $512K as of Q2 2026.
MAI Capital Management bought 2,089 Sunoco shares in Q2 2026, an estimated $139K.
Sunoco made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1290 holding.
MAI Capital Management first reported a position in Sunoco in Q2 2023 and has held it in 13 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.