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Clark Capital Management Group’s Sunoco SUN Stock Holding History

Clark Capital Management Group’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 		$244K Sell
3,619
-1,881
-34% -$125K ﹤0.01% 497
2026
Q1 		$357K Hold
5,500
– – ﹤0.01% 420
2025
Q4 		$288K Hold
5,500
– – ﹤0.01% 435
2025
Q3 		$275K Hold
5,500
– – ﹤0.01% 407
2025
Q2 		$295K Buy
+5,500
New +$304K ﹤0.01% 374

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

Clark Capital Management Group's SUN Position: Q2 2026 in Review

Clark Capital Management Group reduced its Sunoco (SUN) stake by 34% in Q2 2026, selling an estimated $125K and leaving 3,619 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

Clark Capital Management Group first reported a position in SUN in Q2 2025 and has held it in 5 quarters since. The position peaked at $357K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Clark Capital Management Group held 3,619 shares of Sunoco worth $244K as of Q2 2026.
  • Clark Capital Management Group sold 1,881 Sunoco shares in Q2 2026, an estimated $125K.
  • Sunoco made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #497 holding.
  • Clark Capital Management Group first reported a position in Sunoco in Q2 2025 and has held it in 5 quarters since.
  • Clark Capital Management Group's Sunoco position peaked at $357K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.