Diversified Trust’s Sunoco SUN Stock Holding History

Diversified Trust’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	$393K	Hold	5,827	–	–	0.01%	831
2026 Q1	$379K	Buy	5,827 +168	+3%	+$10.2K	0.01%	770
2025 Q4	$297K	Buy	+5,659	New	+$299K	0.01%	836

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

Diversified Trust's SUN Position: Q2 2026 in Review

Diversified Trust held its Sunoco (SUN) position steady in Q2 2026 at 5,827 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #831.

Diversified Trust first reported a position in SUN in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Diversified Trust held 5,827 shares of Sunoco worth $393K as of Q2 2026.
Diversified Trust left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #831 holding.
Diversified Trust first reported a position in Sunoco in Q4 2025 and has held it in 3 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.