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Atria Investments’s Sunoco SUN Stock Holding History

Atria Investments’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 		$261K Buy
+3,873
New +$257K ﹤0.01% 1934
2024
Q4 		– Sell
-6,048
Closed -$325K – 1978
2024
Q3 		$325K Sell
6,048
-215
-3% -$11.7K ﹤0.01% 1582
2024
Q2 		$354K Buy
+6,263
New +$342K ﹤0.01% 1490
2018
Q1 		– Sell
-7,169
Closed -$204K – 911
2017
Q4 		$204K Sell
7,169
-1,268
-15% -$38.2K 0.01% 769
2017
Q3 		$262K Sell
8,437
-615
-7% -$19.2K 0.01% 644
2017
Q2 		$277K Sell
9,052
-2,341
-21% -$69.8K 0.02% 590
2017
Q1 		$275K Buy
11,393
+233
+2% +$6.18K 0.02% 550
2016
Q4 		$300K Sell
11,160
-1,087
-9% -$28.3K 0.02% 468
2016
Q3 		$355K Sell
12,247
-309
-2% -$9.29K 0.03% 370
2016
Q2 		$348K Sell
12,556
-1,667
-12% -$54.6K 0.04% 339
2016
Q1 		$471K Buy
+14,223
New +$454K 0.05% 257

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

Atria Investments's SUN Position: Q2 2026 in Review

Atria Investments opened a new position in Sunoco (SUN) in Q2 2026: 3,873 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #1934 among its holdings. This is a return to the name: Atria Investments previously reported a position in SUN as recently as Q3 2024.

Atria Investments first reported a position in SUN in Q1 2016 and has held it in 11 quarters since. The position peaked at $471K in Q1 2016. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Atria Investments held 3,873 shares of Sunoco worth $261K as of Q2 2026.
  • Sunoco was a new Atria Investments position in Q2 2026.
  • Sunoco made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1934 holding.
  • Atria Investments first reported a position in Sunoco in Q1 2016 and has held it in 11 quarters since.
  • Atria Investments's Sunoco position peaked at $471K in Q1 2016.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.