Novare Capital Management’s Sunoco SUN Stock Holding History

Novare 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 Q1	$204K	Buy	+3,140	New	+$190K	0.02%	190

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Novare Capital Management's SUN Position: Q1 2026 in Review

Novare Capital Management opened a new position in Sunoco (SUN) in Q1 2026: 3,140 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Novare Capital Management held 3,140 shares of Sunoco worth $204K as of Q1 2026.
Sunoco was a new Novare Capital Management position in Q1 2026.
Sunoco made up 0.02% of Novare Capital Management's portfolio in Q1 2026, its #190 holding.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.