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Arrow Investment Advisors’s Sunoco SUN Stock Holding History

Arrow Investment 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
Q2 		$213K Sell
3,159
-46
-1% -$3.06K 0.21% 57
2026
Q1 		$208K Buy
+3,205
New +$194K 0.22% 46
2024
Q3 		– Sell
-4,998
Closed -$283K – 55
2024
Q2 		$283K Buy
+4,998
New +$273K 0.26% 34
2024
Q1 		– Sell
-3,460
Closed -$207K – 57
2023
Q4 		$207K Buy
+3,460
New +$184K 0.18% 36
2023
Q2 		– Sell
-4,586
Closed -$201K – 82
2023
Q1 		$201K Buy
+4,586
New +$207K 0.15% 49
2022
Q4 		– Sell
-5,364
Closed -$209K – 79
2022
Q3 		$209K Sell
5,364
-429
-7% -$16.9K 0.16% 45
2022
Q2 		$216K Sell
5,793
-808
-12% -$32.9K 0.17% 49
2022
Q1 		$270K Sell
6,601
-560
-8% -$23.8K 0.2% 57
2021
Q4 		$292K Sell
7,161
-410
-5% -$16.3K 0.21% 37
2021
Q3 		$283K Sell
7,571
-727
-9% -$27K 0.19% 53
2021
Q2 		$313K Buy
+8,298
New +$295K 0.19% 55
2020
Q3 		– Sell
-13,412
Closed -$306K – 51
2020
Q2 		$306K Sell
13,412
-420
-3% -$9.76K 0.2% 23
2020
Q1 		$216K Buy
13,832
+60
+0.4% +$1.61K 0.15% 22
2019
Q4 		$421K Sell
13,772
-101
-0.7% -$3.18K 0.21% 32
2019
Q3 		$436K Buy
13,873
+892
+7% +$28.4K 0.2% 29
2019
Q2 		$406K Sell
12,981
-6,162
-32% -$189K 0.16% 35
2019
Q1 		$596K Buy
19,143
+1,831
+11% +$54.5K 0.24% 32
2018
Q4 		$471K Sell
17,312
-2,147
-11% -$59.9K 0.18% 28
2018
Q3 		$575K Buy
19,459
+1,326
+7% +$35.7K 0.19% 29
2018
Q2 		$453K Sell
18,133
-5,359
-23% -$142K 0.15% 75
2018
Q1 		$599K Buy
23,492
+376
+2% +$11.1K 0.18% 44
2017
Q4 		$656K Sell
23,116
-900
-4% -$27.1K 0.18% 47
2017
Q3 		$747K Sell
24,016
-3,852
-14% -$120K 0.22% 41
2017
Q2 		$853K Buy
+27,868
New +$831K 0.23% 26

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arrow Investment Advisors's SUN Position: Q2 2026 in Review

Arrow Investment Advisors reduced its Sunoco (SUN) stake by 1.4% in Q2 2026, selling an estimated $3.06K and leaving 3,159 shares worth $213K. The position accounts for 0.21% of the portfolio, ranked #57.

Arrow Investment Advisors first reported a position in SUN in Q2 2017 and has held it in 24 quarters since. The position peaked at $853K in Q2 2017. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Arrow Investment Advisors held 3,159 shares of Sunoco worth $213K as of Q2 2026.
  • Arrow Investment Advisors sold 46 Sunoco shares in Q2 2026, an estimated $3.06K.
  • Sunoco made up 0.21% of Arrow Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Arrow Investment Advisors first reported a position in Sunoco in Q2 2017 and has held it in 24 quarters since.
  • Arrow Investment Advisors's Sunoco position peaked at $853K in Q2 2017.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Arrow Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.