Benjamin Edwards Inc’s Sunoco SUN Stock Holding History

Benjamin Edwards Inc’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	$512K	Sell	7,589 -306	-4%	-$20.3K	﹤0.01%	1056
2026 Q1	$513K	Buy	7,895 +2	+0%	+$121	0.01%	993
2025 Q4	$414K	Buy	7,893 +153	+2%	+$8.08K	﹤0.01%	1008
2025 Q3	$387K	Sell	7,740 -1	-0%	-$52	﹤0.01%	1004
2025 Q2	$415K	Hold	7,741	–	–	0.01%	906
2025 Q1	$449K	Buy	7,741 +1	+0%	+$57	0.01%	822
2024 Q4	$398K	Hold	7,740	–	–	0.01%	899
2024 Q3	$416K	Buy	+7,740	New	+$420K	0.01%	849

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

Benjamin Edwards Inc's SUN Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Sunoco (SUN) stake by 3.9% in Q2 2026, selling an estimated $20.3K and leaving 7,589 shares worth $512K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

Benjamin Edwards Inc first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $513K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Benjamin Edwards Inc held 7,589 shares of Sunoco worth $512K as of Q2 2026.
Benjamin Edwards Inc sold 306 Sunoco shares in Q2 2026, an estimated $20.3K.
Sunoco made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1056 holding.
Benjamin Edwards Inc first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's Sunoco position peaked at $513K in Q1 2026.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.