BPA
SUN icon

Beacon Pointe Advisors’s Sunoco SUN Stock Holding History

Beacon Pointe 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 		$9.23M Sell
136,702
-1,817
-1% -$121K 0.04% 360
2026
Q1 		$9M Buy
+138,519
New +$8.4M 0.05% 346
2022
Q3 		– Sell
-6,808
Closed -$253K – 1054
2022
Q2 		$253K Buy
+6,808
New +$277K 0.01% 889

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

Beacon Pointe Advisors's SUN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Sunoco (SUN) stake by 1.3% in Q2 2026, selling an estimated $121K and leaving 136,702 shares worth $9.23M. The position accounts for 0.04% of the portfolio, ranked #360.

Beacon Pointe Advisors first reported a position in SUN in Q2 2022 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Beacon Pointe Advisors held 136,702 shares of Sunoco worth $9.23M as of Q2 2026.
  • Beacon Pointe Advisors sold 1,817 Sunoco shares in Q2 2026, an estimated $121K.
  • Sunoco made up 0.04% of Beacon Pointe Advisors's portfolio in Q2 2026, its #360 holding.
  • Beacon Pointe Advisors first reported a position in Sunoco in Q2 2022 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.