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 Q2	$475K	Hold	7,038	–	–	0.04%	145
2026 Q1	$457K	Hold	7,038	–	–	0.05%	143
2025 Q4	$369K	Hold	7,038	–	–	0.04%	140
2025 Q3	$377K	Hold	7,038	–	–	0.04%	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

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

Steel Grove Capital Advisors's SUN Position: Q2 2026 in Review

Steel Grove Capital Advisors held its Sunoco (SUN) position steady in Q2 2026 at 7,038 shares worth $475K. The position accounts for 0.04% of the portfolio, ranked #145.

Steel Grove Capital Advisors first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Steel Grove Capital Advisors held 7,038 shares of Sunoco worth $475K as of Q2 2026.
Steel Grove Capital Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.04% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #145 holding.
Steel Grove Capital Advisors first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.