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Baker Avenue Asset Management’s Sunoco SUN Stock Holding History

Baker Avenue Asset Management’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
2024
Q1 		– Sell
-82,000
Closed -$14.3K – 391
2023
Q4 		$14.3K Buy
+82,000
New +$4.36M ﹤0.01% 358

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Baker Avenue Asset Management's SUN Position: Q2 2026 in Review

Baker Avenue Asset Management reduced its Sunoco (SUN) stake by 9.3% in Q2 2026, selling an estimated $50.7K and leaving 7,448 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #492.

Baker Avenue Asset Management first reported a position in SUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $784K in Q1 2024. 170 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Baker Avenue Asset Management held 7,448 shares of Sunoco worth $503K as of Q2 2026.
  • Baker Avenue Asset Management sold 763 Sunoco shares in Q2 2026, an estimated $50.7K.
  • Sunoco made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #492 holding.
  • Baker Avenue Asset Management first reported a position in Sunoco in Q2 2023 and has held it in 13 quarters since.
  • Baker Avenue Asset Management's Sunoco position peaked at $784K in Q1 2024.
  • 170 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.