U.S. Capital Wealth Advisors’s Sunoco SUN Stock Holding History

U.S. Capital Wealth 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	$546K	Sell	8,401 -1,658	-16%	-$101K	0.01%	656
2025 Q4	$527K	Buy	10,059 +32	+0.3%	+$1.69K	0.01%	645
2025 Q3	$501K	Buy	10,027 +31	+0.3%	+$1.61K	0.01%	636
2025 Q2	$536K	Buy	9,996 +729	+8%	+$40.2K	0.02%	578
2025 Q1	$538K	Buy	+9,267	New	+$524K	0.02%	575
2024 Q4	–	Sell	-9,353	Closed	-$502K	–	835
2024 Q3	$502K	Buy	9,353 +28	+0.3%	+$1.52K	0.02%	476
2024 Q2	$527K	Buy	9,325 +228	+3%	+$12.4K	0.02%	446
2024 Q1	$548K	Sell	9,097 -3,402	-27%	-$206K	0.02%	448
2023 Q4	$749K	Buy	12,499 +26	+0.2%	+$1.38K	0.03%	382
2023 Q3	$611K	Sell	12,473 -29,045	-70%	-$1.32M	0.03%	393
2023 Q2	$1.81M	Buy	41,518 +31	+0.1%	+$1.37K	0.09%	227
2023 Q1	$1.82M	Buy	41,487 +7,427	+22%	+$335K	0.08%	222
2022 Q4	$1.47M	Buy	34,060 +29	+0.1%	+$1.22K	0.07%	263
2022 Q3	$1.33M	Buy	34,031 +31	+0.1%	+$1.22K	0.07%	276
2022 Q2	$1.27M	Buy	34,000 +1,500	+5%	+$61K	0.06%	308
2022 Q1	$1.33M	Hold	32,500	–	–	0.05%	342
2021 Q4	$1.33M	Hold	32,500	–	–	0.05%	341
2021 Q3	$1.21M	Buy	+32,500	New	+$1.21M	0.05%	349

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return