Bridges Investment Management’s Sunoco SUN Stock Holding History

Bridges Investment 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
2026 Q2	$333K	Hold	4,927	–	–	﹤0.01%	354
2026 Q1	$320K	Hold	4,927	–	–	﹤0.01%	331
2025 Q4	$258K	Hold	4,927	–	–	﹤0.01%	372
2025 Q3	$246K	Hold	4,927	–	–	﹤0.01%	376
2025 Q2	$264K	Hold	4,927	–	–	﹤0.01%	360
2025 Q1	$286K	Hold	4,927	–	–	﹤0.01%	346
2024 Q4	$253K	Hold	4,927	–	–	﹤0.01%	369
2024 Q3	$264K	Hold	4,927	–	–	﹤0.01%	367
2024 Q2	$279K	Buy	+4,927	New	+$269K	﹤0.01%	352

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

Bridges Investment Management's SUN Position: Q2 2026 in Review

Bridges Investment Management held its Sunoco (SUN) position steady in Q2 2026 at 4,927 shares worth $333K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Bridges Investment Management first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Bridges Investment Management held 4,927 shares of Sunoco worth $333K as of Q2 2026.
Bridges Investment Management left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Bridges Investment Management's portfolio in Q2 2026, its #354 holding.
Bridges Investment Management first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.