Corient Private Wealth
SUN icon

Corient Private Wealth’s Sunoco SUN Stock Holding History

Corient Private Wealth’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 		$492K Buy
+7,267
New +$483K ﹤0.01% 2240
2026
Q1 		– Sell
-77,507
Closed -$770K – 3017
2025
Q4 		$770K Buy
77,507
+62,502
+417% +$3.3M ﹤0.01% 2038
2025
Q3 		$750K Buy
15,005
+1,881
+14% +$97.8K ﹤0.01% 1572
2025
Q2 		$703K Buy
+13,124
New +$725K ﹤0.01% 1522
2025
Q1 		– Sell
-13,975
Closed -$175K – 2436
2024
Q4 		$175K Sell
13,975
-167
-1% -$8.83K ﹤0.01% 2149
2024
Q3 		$759K Sell
14,142
-1,176
-8% -$63.8K ﹤0.01% 1530
2024
Q2 		$866K Sell
15,318
-2,222
-13% -$121K ﹤0.01% 1380
2024
Q1 		$1.06M Sell
17,540
-283
-2% -$17.1K ﹤0.01% 1299
2023
Q4 		$1.07M Buy
17,823
+150
+0.8% +$7.98K ﹤0.01% 1265
2023
Q3 		$865K Buy
17,673
+6,250
+55% +$284K ﹤0.01% 1249
2023
Q2 		$498K Sell
11,423
-5,000
-30% -$221K ﹤0.01% 1453
2023
Q1 		$721K Hold
16,423
– – ﹤0.01% 1218
2022
Q4 		$708K Buy
+16,423
New +$693K ﹤0.01% 1031

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

Corient Private Wealth's SUN Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Sunoco (SUN) in Q2 2026: 7,267 shares worth $492K. The stake represents ﹤0.01% of the portfolio and ranks #2240 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in SUN as recently as Q4 2025.

Corient Private Wealth first reported a position in SUN in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.07M in Q4 2023. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Corient Private Wealth held 7,267 shares of Sunoco worth $492K as of Q2 2026.
  • Sunoco was a new Corient Private Wealth position in Q2 2026.
  • Sunoco made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2240 holding.
  • Corient Private Wealth first reported a position in Sunoco in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Sunoco position peaked at $1.07M in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.