Advisors Asset Management’s Sunoco SUN Stock Holding History

Advisors Asset Management’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	$3.94M	Buy	58,376 +2,301	+4%	+$153K	0.06%	416
2026 Q1	$3.64M	Buy	56,075 +1,753	+3%	+$106K	0.06%	413
2025 Q4	$2.85M	Buy	54,322 +2,365	+5%	+$125K	0.05%	485
2025 Q3	$2.6M	Buy	51,957 +1,429	+3%	+$74.3K	0.04%	519
2025 Q2	$2.71M	Buy	50,528 +1,005	+2%	+$55.5K	0.05%	491
2025 Q1	$2.88M	Buy	49,523 +1,607	+3%	+$91K	0.05%	463
2024 Q4	$2.46M	Buy	47,916 +3,211	+7%	+$170K	0.05%	510
2024 Q3	$2.4M	Sell	44,705 -3,543	-7%	-$192K	0.04%	512
2024 Q2	$2.73M	Buy	48,248 +42,108	+686%	+$2.3M	0.05%	455
2024 Q1	$370K	Buy	+6,140	New	+$371K	0.01%	992

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

Advisors Asset Management's SUN Position: Q2 2026 in Review

Advisors Asset Management increased its Sunoco (SUN) stake by 4.1% in Q2 2026, buying an estimated $153K and bringing the position to 58,376 shares worth $3.94M. The position accounts for 0.06% of the portfolio, ranked #416.

Advisors Asset Management first reported a position in SUN in Q1 2024 and has held it in 10 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Advisors Asset Management held 58,376 shares of Sunoco worth $3.94M as of Q2 2026.
Advisors Asset Management bought 2,301 Sunoco shares in Q2 2026, an estimated $153K.
Sunoco made up 0.06% of Advisors Asset Management's portfolio in Q2 2026, its #416 holding.
Advisors Asset Management first reported a position in Sunoco in Q1 2024 and has held it in 10 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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