Arax Advisory Partners’s Sunoco SUN Stock Holding History

Arax Advisory Partners’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	$1.09M	Buy	+16,129	New	+$1.07M	0.01%	1162
2026 Q1	–	Sell	-110	Closed	-$5.78K	–	4301
2025 Q4	$5.78K	Sell	110 -110	-50%	-$5.81K	﹤0.01%	2769
2025 Q3	$11K	Buy	+220	New	+$11.4K	﹤0.01%	2548
2023 Q1	–	Sell	-127	Closed	-$5.49K	–	1310
2022 Q4	$5.49K	Buy	127 +2	+2%	+$84	﹤0.01%	772
2022 Q3	$5K	Hold	125	–	–	﹤0.01%	822
2022 Q2	$5K	Hold	125	–	–	﹤0.01%	798
2022 Q1	$5K	Buy	+125	New	+$5.32K	﹤0.01%	793
2018 Q4	–	Sell	-3,003	Closed	-$89K	–	613
2018 Q3	$89K	Sell	3,003 -718	-19%	-$19.3K	0.04%	211
2018 Q2	$92K	Buy	3,721 +776	+26%	+$20.6K	0.04%	166
2018 Q1	$75K	Sell	2,945 -5,882	-67%	-$174K	0.04%	162
2017 Q4	$250K	Buy	8,827 +96	+1%	+$2.89K	0.11%	78
2017 Q3	$271K	Buy	8,731 +111	+1%	+$3.46K	0.13%	67
2017 Q2	$259K	Buy	8,620 +1,497	+21%	+$44.6K	0.12%	69
2017 Q1	$172K	Buy	7,123 +420	+6%	+$11.1K	0.08%	79
2016 Q4	$180K	Buy	+6,703	New	+$175K	0.09%	66

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

Arax Advisory Partners's SUN Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Sunoco (SUN) in Q2 2026: 16,129 shares worth $1.09M. The stake represents 0.01% of the portfolio and ranks #1162 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in SUN as recently as Q4 2025.

Arax Advisory Partners first reported a position in SUN in Q4 2016 and has held it in 15 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Arax Advisory Partners held 16,129 shares of Sunoco worth $1.09M as of Q2 2026.
Sunoco was a new Arax Advisory Partners position in Q2 2026.
Sunoco made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1162 holding.
Arax Advisory Partners first reported a position in Sunoco in Q4 2016 and has held it in 15 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.