Cerity Partners’s Sunoco SUN Stock Holding History

Cerity Partners’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	$654K	Buy	9,686 +3,979	+70%	+$264K	﹤0.01%	2266
2026 Q1	$371K	Sell	5,707 -483	-8%	-$29.3K	﹤0.01%	2466
2025 Q4	$324K	Buy	+6,190	New	+$327K	﹤0.01%	2365
2020 Q2	–	Sell	-30,000	Closed	-$469K	–	485
2020 Q1	$469K	Hold	30,000	–	–	0.03%	290
2019 Q4	$918K	Buy	+30,000	New	+$945K	0.05%	252

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

Cerity Partners's SUN Position: Q2 2026 in Review

Cerity Partners increased its Sunoco (SUN) stake by 70% in Q2 2026, buying an estimated $264K and bringing the position to 9,686 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Cerity Partners first reported a position in SUN in Q4 2019 and has held it in 5 quarters since. The position peaked at $918K in Q4 2019. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Cerity Partners held 9,686 shares of Sunoco worth $654K as of Q2 2026.
Cerity Partners bought 3,979 Sunoco shares in Q2 2026, an estimated $264K.
Sunoco made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2266 holding.
Cerity Partners first reported a position in Sunoco in Q4 2019 and has held it in 5 quarters since.
Cerity Partners's Sunoco position peaked at $918K in Q4 2019.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.