Blue Trust Inc’s Sunoco SUN Stock Holding History

Blue Trust 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	–	Sell	-188	Closed	-$12.2K	–	2643
2026 Q1	$12.2K	Sell	188 -80	-30%	-$4.85K	﹤0.01%	1786
2025 Q4	$14K	Sell	268 -4	-1%	-$211	﹤0.01%	1774
2025 Q3	$13.6K	Buy	+272	New	+$14.1K	﹤0.01%	1778

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

Blue Trust Inc's SUN Position: Q2 2026 in Review

Blue Trust Inc sold out of Sunoco (SUN) in Q2 2026, closing a stake of 188 shares — an estimated $12.2K sold.

Blue Trust Inc first reported a position in SUN in Q3 2025 and held it in 3 quarters. The position peaked at $14K in Q4 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Blue Trust Inc reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 188 Sunoco shares in Q2 2026, an estimated $12.2K.
Blue Trust Inc first reported a position in Sunoco in Q3 2025 and held it in 3 quarters.
Blue Trust Inc's Sunoco position peaked at $14K in Q4 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.