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ALPS Advisors’s Sunoco SUN Stock Holding History

ALPS 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 		$1.6B Sell
24,671,391
-184,874
-0.7% -$11.2M 7.54% 4
2025
Q4 		$1.3B Buy
24,856,265
+766,781
+3% +$40.5M 7.59% 5
2025
Q3 		$1.2B Buy
24,089,484
+599,655
+3% +$31.2M 6.71% 6
2025
Q2 		$1.26B Buy
23,489,829
+357,204
+2% +$19.7M 7.26% 6
2025
Q1 		$1.34B Buy
23,132,625
+2,529,170
+12% +$143M 7.79% 6
2024
Q4 		$1.06B Buy
20,603,455
+1,469,786
+8% +$77.7M 6.69% 6
2024
Q3 		$1.03B Buy
19,133,669
+320,931
+2% +$17.4M 6.87% 6
2024
Q2 		$1.06B Buy
18,812,738
+9,130,494
+94% +$498M 7.3% 6
2024
Q1 		$584M Buy
9,682,244
+183,538
+2% +$11.1M 4.13% 7
2023
Q4 		$569M Buy
+9,498,706
New +$505M 4.48% 6

Other funds holding SUN

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

ALPS Advisors's SUN Position: Q1 2026 in Review

ALPS Advisors reduced its Sunoco (SUN) stake by 0.74% in Q1 2026, selling an estimated $11.2M and leaving 24,671,391 shares worth $1.6B. The position accounts for 7.54% of the portfolio, ranked #4.

ALPS Advisors first reported a position in SUN in Q4 2023 and has held it in 10 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • ALPS Advisors held 24,671,391 shares of Sunoco worth $1.6B as of Q1 2026.
  • ALPS Advisors sold 184,874 Sunoco shares in Q1 2026, an estimated $11.2M.
  • Sunoco made up 7.54% of ALPS Advisors's portfolio in Q1 2026, its #4 holding.
  • ALPS Advisors first reported a position in Sunoco in Q4 2023 and has held it in 10 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.