Ameritas Advisory Services’s Sunoco SUN Stock Holding History

Ameritas Advisory Services’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	$488K	Buy	+7,230	New	+$481K	0.01%	802
2025 Q4	–	Sell	-2,104	Closed	-$105K	–	1962
2025 Q3	$105K	Sell	2,104 -3,083	-59%	-$160K	0.01%	820
2025 Q2	$278K	Buy	5,187 +193	+4%	+$10.7K	0.01%	646
2025 Q1	$276K	Buy	4,994 +54	+1%	+$3.06K	0.01%	723
2024 Q4	$254K	Buy	4,940 +282	+6%	+$14.9K	0.01%	762
2024 Q3	$250K	Buy	4,658 +491	+12%	+$26.6K	0.01%	733
2024 Q2	$236K	Buy	+4,167	New	+$227K	0.01%	809
2024 Q1	–	Sell	-4,133	Closed	-$249K	–	909
2023 Q4	$249K	Sell	4,133 -77	-2%	-$4.1K	0.01%	605
2023 Q3	$209K	Buy	+4,210	New	+$191K	0.01%	742
2023 Q2	–	Sell	-4,111	Closed	-$185K	–	2290
2023 Q1	$185K	Buy	+4,111	New	+$185K	0.01%	788

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

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

Ameritas Advisory Services opened a new position in Sunoco (SUN) in Q2 2026: 7,230 shares worth $488K. The stake represents 0.01% of the portfolio and ranks #802 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SUN as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SUN in Q1 2023 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Ameritas Advisory Services held 7,230 shares of Sunoco worth $488K as of Q2 2026.
Sunoco was a new Ameritas Advisory Services position in Q2 2026.
Sunoco made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #802 holding.
Ameritas Advisory Services first reported a position in Sunoco in Q1 2023 and has held it in 10 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.