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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

U.S. Capital Wealth Advisors's SUN Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Sunoco (SUN) stake by 16% in Q1 2026, selling an estimated $101K and leaving 8,401 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #656.

U.S. Capital Wealth Advisors first reported a position in SUN in Q3 2021 and has held it in 18 quarters since. The position peaked at $1.82M in Q1 2023. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

U.S. Capital Wealth Advisors held 8,401 shares of Sunoco worth $546K as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,658 Sunoco shares in Q1 2026, an estimated $101K.
Sunoco made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #656 holding.
U.S. Capital Wealth Advisors first reported a position in Sunoco in Q3 2021 and has held it in 18 quarters since.
U.S. Capital Wealth Advisors's Sunoco position peaked at $1.82M in Q1 2023.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.