Cetera Investment Advisers
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Cetera Investment Advisers’s Sunoco SUN Stock Holding History

Cetera Investment Advisers’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 		$4.19M Sell
62,112
-448
-0.7% -$29.8K ﹤0.01% 1759
2026
Q1 		$4.06M Buy
62,560
+8,211
+15% +$498K ﹤0.01% 1664
2025
Q4 		$2.85M Buy
54,349
+2,931
+6% +$155K ﹤0.01% 1901
2025
Q3 		$2.57M Buy
51,418
+15,516
+43% +$807K ﹤0.01% 1959
2025
Q2 		$1.92M Buy
35,902
+2,416
+7% +$133K ﹤0.01% 1871
2025
Q1 		$1.94M Sell
33,486
-113
-0.3% -$6.4K ﹤0.01% 1771
2024
Q4 		$1.73M Buy
33,599
+916
+3% +$48.4K ﹤0.01% 1758
2024
Q3 		$1.75M Buy
32,683
+1,782
+6% +$96.7K ﹤0.01% 1716
2024
Q2 		$1.75M Buy
30,901
+8,764
+40% +$478K ﹤0.01% 1670
2024
Q1 		$1.33M Buy
+22,137
New +$1.34M ﹤0.01% 1853
2023
Q1 		– Sell
-7,918
Closed -$341K – 2241
2022
Q4 		$341K Buy
+7,918
New +$334K ﹤0.01% 1581
2022
Q3 		– Sell
-7,605
Closed -$283K – 1865
2022
Q2 		$283K Buy
+7,605
New +$309K ﹤0.01% 1451

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

Cetera Investment Advisers's SUN Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Sunoco (SUN) stake by 0.72% in Q2 2026, selling an estimated $29.8K and leaving 62,112 shares worth $4.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Cetera Investment Advisers first reported a position in SUN in Q2 2022 and has held it in 12 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Cetera Investment Advisers held 62,112 shares of Sunoco worth $4.19M as of Q2 2026.
  • Cetera Investment Advisers sold 448 Sunoco shares in Q2 2026, an estimated $29.8K.
  • Sunoco made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1759 holding.
  • Cetera Investment Advisers first reported a position in Sunoco in Q2 2022 and has held it in 12 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.