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 Q3	$513K	Hold	7,038	–	–	0.05%	139
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

AAA

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

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

CMF

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Steel Grove Capital Advisors's SUN Position: Q3 2026 in Review

Steel Grove Capital Advisors held its Sunoco (SUN) position steady in Q3 2026 at 7,038 shares worth $513K. The position accounts for 0.05% of the portfolio, ranked #139.

Steel Grove Capital Advisors first reported a position in SUN in Q2 2024 and has held it in 10 quarters since. 44 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Steel Grove Capital Advisors held 7,038 shares of Sunoco worth $513K as of Q3 2026.
Steel Grove Capital Advisors left its Sunoco share count unchanged in Q3 2026.
Sunoco made up 0.05% of Steel Grove Capital Advisors's portfolio in Q3 2026, its #139 holding.
Steel Grove Capital Advisors first reported a position in Sunoco in Q2 2024 and has held it in 10 quarters since.
44 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.