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Steel Grove Capital Advisors’s Sunoco SUN Stock Holding History

Steel Grove Capital Advisors’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 		$457K Hold
7,038
– – 0.05% 143
2025
Q4 		$369K Hold
7,038
– – 0.04% 140
2025
Q3 		$377K Hold
7,038
– – 0.05% 137
2025
Q2 		$377K Hold
7,038
– – 0.04% 135
2025
Q1 		$409K Hold
7,038
– – 0.06% 121
2024
Q4 		$362K Hold
7,038
– – 0.05% 131
2024
Q3 		$374K Sell
7,038
-264
-4% -$14.3K 0.05% 128
2024
Q2 		$413K Buy
+7,302
New +$398K 0.06% 127

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Fidelity Investments
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Mirae Asset Global ETFs Holdings
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EIP
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CLG
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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