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Concurrent Investment Advisors’s Sunoco SUN Stock Holding History

Concurrent Investment Advisors’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 		$437K Buy
6,473
+76
+1% +$5.05K ﹤0.01% 1482
2026
Q1 		$416K Buy
6,397
+49
+0.8% +$2.97K ﹤0.01% 1307
2025
Q4 		$333K Buy
6,348
+2,095
+49% +$111K ﹤0.01% 1332
2025
Q3 		$213K Buy
+4,253
New +$221K ﹤0.01% 1329
2025
Q2 		– Sell
-4,122
Closed -$239K – 1467
2025
Q1 		$239K Buy
+4,122
New +$233K 0.01% 1038

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

Concurrent Investment Advisors's SUN Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Sunoco (SUN) stake by 1.2% in Q2 2026, buying an estimated $5.05K and bringing the position to 6,473 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Concurrent Investment Advisors first reported a position in SUN in Q1 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Concurrent Investment Advisors held 6,473 shares of Sunoco worth $437K as of Q2 2026.
  • Concurrent Investment Advisors bought 76 Sunoco shares in Q2 2026, an estimated $5.05K.
  • Sunoco made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1482 holding.
  • Concurrent Investment Advisors first reported a position in Sunoco in Q1 2025 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.