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Tortoise Capital Advisors’s Sunoco SUN Stock Holding History

Tortoise 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 		$52.6M Sell
778,973
-36,525
-4% -$2.43M 0.53% 30
2026
Q1 		$53M Buy
815,498
+14,833
+2% +$900K 0.55% 25
2025
Q4 		$42M Sell
800,665
-656,237
-45% -$34.7M 0.53% 26
2025
Q3 		$72.9M Buy
1,456,902
+52,164
+4% +$2.71M 0.94% 21
2025
Q2 		$75.3M Buy
1,404,738
+191,122
+16% +$10.6M 0.98% 21
2025
Q1 		$70.5M Sell
1,213,616
-66,120
-5% -$3.74M 0.85% 20
2024
Q4 		$65.8M Sell
1,279,736
-69,951
-5% -$3.7M 0.84% 21
2024
Q3 		$72.5M Sell
1,349,687
-1,681
-0.1% -$91.2K 0.93% 23
2024
Q2 		$76.4M Buy
1,351,368
+1,346,258
+26,346% +$73.4M 1.01% 20
2024
Q1 		$308K Sell
5,110
-3,185
-38% -$193K ﹤0.01% 82
2023
Q4 		$497K Hold
8,295
– – 0.01% 88
2023
Q3 		$406K Hold
8,295
– – 0.01% 90
2023
Q2 		$361K Buy
+8,295
New +$367K 0.01% 95
2022
Q3 		– Sell
-1,390
Closed -$52K – 146
2022
Q2 		$52K Hold
1,390
– – ﹤0.01% 125
2022
Q1 		$57K Hold
1,390
– – ﹤0.01% 124
2021
Q4 		$57K Hold
1,390
– – ﹤0.01% 121
2021
Q3 		$52K Hold
1,390
– – ﹤0.01% 137
2021
Q2 		$52K Hold
1,390
– – ﹤0.01% 124
2021
Q1 		$44K Hold
1,390
– – ﹤0.01% 139
2020
Q4 		$40K Hold
1,390
– – ﹤0.01% 99
2020
Q3 		$34K Buy
+1,390
New +$35K ﹤0.01% 104
2020
Q2 		– Sell
-810
Closed -$13K – 100
2020
Q1 		$13K Sell
810
-398,885
-100% -$10.7M ﹤0.01% 124
2019
Q4 		$12.2M Buy
399,695
+133,015
+50% +$4.19M 0.08% 47
2019
Q3 		$8.39M Buy
+266,680
New +$8.5M 0.05% 49

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Tortoise Capital Advisors's SUN Position: Q2 2026 in Review

Tortoise Capital Advisors reduced its Sunoco (SUN) stake by 4.5% in Q2 2026, selling an estimated $2.43M and leaving 778,973 shares worth $52.6M. The position accounts for 0.53% of the portfolio, ranked #30.

Tortoise Capital Advisors first reported a position in SUN in Q3 2019 and has held it in 24 quarters since. The position peaked at $76.4M in Q2 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Tortoise Capital Advisors held 778,973 shares of Sunoco worth $52.6M as of Q2 2026.
  • Tortoise Capital Advisors sold 36,525 Sunoco shares in Q2 2026, an estimated $2.43M.
  • Sunoco made up 0.53% of Tortoise Capital Advisors's portfolio in Q2 2026, its #30 holding.
  • Tortoise Capital Advisors first reported a position in Sunoco in Q3 2019 and has held it in 24 quarters since.
  • Tortoise Capital Advisors's Sunoco position peaked at $76.4M in Q2 2024.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Tortoise Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.