Moors & Cabot’s Sunoco SUN Stock Holding History

Moors & Cabot’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 Q3	$828K	Buy	11,369 +1,068	+10%	+$79.6K	0.03%	428
2026 Q2	$695K	Sell	10,301 -1,267	-11%	-$84.2K	0.03%	479
2026 Q1	$752K	Sell	11,568 -56	-0.5%	-$3.4K	0.03%	441
2025 Q4	$609K	Hold	11,624	–	–	0.03%	483
2025 Q3	$581K	Sell	11,624 -3,800	-25%	-$198K	0.03%	488
2025 Q2	$827K	Hold	15,424	–	–	0.04%	384
2025 Q1	$896K	Buy	15,424 +1,200	+8%	+$67.9K	0.05%	352
2024 Q4	$732K	Buy	14,224 +600	+4%	+$31.7K	0.03%	402
2024 Q3	$731K	Buy	13,624 +1,277	+10%	+$69.3K	0.04%	401
2024 Q2	$698K	Buy	+12,347	New	+$673K	0.04%	387
2017 Q2	–	Sell	-11,050	Closed	-$267K	–	548
2017 Q1	$267K	Sell	11,050 -1,250	-10%	-$33.1K	0.05%	401
2016 Q4	$330K	Buy	12,300 +4,700	+62%	+$122K	0.05%	362
2016 Q3	$223K	Buy	+7,600	New	+$228K	0.04%	453

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Moors & Cabot's SUN Position: Q3 2026 in Review

Moors & Cabot increased its Sunoco (SUN) stake by 10% in Q3 2026, buying an estimated $79.6K and bringing the position to 11,369 shares worth $828K. The position accounts for 0.03% of the portfolio, ranked #428.

Moors & Cabot first reported a position in SUN in Q3 2016 and has held it in 13 quarters since. The position peaked at $896K in Q1 2025. 180 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Moors & Cabot held 11,369 shares of Sunoco worth $828K as of Q3 2026.
Moors & Cabot bought 1,068 Sunoco shares in Q3 2026, an estimated $79.6K.
Sunoco made up 0.03% of Moors & Cabot's portfolio in Q3 2026, its #428 holding.
Moors & Cabot first reported a position in Sunoco in Q3 2016 and has held it in 13 quarters since.
Moors & Cabot's Sunoco position peaked at $896K in Q1 2025.
180 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.