MC
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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return