Advisory Services Network’s Sunoco SUN Stock Holding History

Advisory Services Network’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	–	Sell	-2,835	Closed	-$184K	–	4334
2026 Q1	$184K	Buy	+2,835	New	+$172K	﹤0.01%	1857
2025 Q4	–	Sell	-2,685	Closed	-$134K	–	3967
2025 Q3	$134K	Buy	+2,685	New	+$140K	﹤0.01%	1907
2024 Q1	–	Sell	-2,250	Closed	-$135K	–	3405
2023 Q4	$135K	Buy	+2,250	New	+$120K	﹤0.01%	1471
2023 Q2	–	Sell	-1,500	Closed	-$65.8K	–	3410
2023 Q1	$65.8K	Buy	1,500 +500	+50%	+$22.5K	﹤0.01%	1874
2022 Q4	$43.1K	Buy	+1,000	New	+$42.2K	﹤0.01%	2047
2017 Q2	–	Sell	-1,000	Closed	-$24K	–	2374
2017 Q1	$24K	Buy	+1,000	New	+$26.5K	﹤0.01%	1205
2016 Q3	$29K	Hold	1,000	–	–	0.01%	1034
2016 Q2	$30K	Hold	1,000	–	–	0.01%	927
2016 Q1	$33K	Buy	1,000 +150	+18%	+$4.79K	0.01%	779
2015 Q4	$34K	Buy	850 +350	+70%	+$12.6K	0.01%	676
2015 Q3	$17K	Hold	500	–	–	0.01%	785
2015 Q2	$23K	Hold	500	–	–	0.01%	694
2015 Q1	$25K	Buy	+500	New	+$25.3K	0.01%	639

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

Advisory Services Network's SUN Position: Q2 2026 in Review

Advisory Services Network sold out of Sunoco (SUN) in Q2 2026, closing a stake of 2,835 shares — an estimated $184K sold.

Advisory Services Network first reported a position in SUN in Q1 2015 and held it in 13 quarters. The position peaked at $184K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Advisory Services Network reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 2,835 Sunoco shares in Q2 2026, an estimated $184K.
Advisory Services Network first reported a position in Sunoco in Q1 2015 and held it in 13 quarters.
Advisory Services Network's Sunoco position peaked at $184K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.