Empirical Asset Management’s Sunoco SUN Stock Holding History

Empirical Asset Management’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	$1.83M	Sell	27,084 -936	-3%	-$62.2K	0.41%	66
2026 Q1	$1.82M	Sell	28,020 -385	-1%	-$23.4K	0.48%	40
2025 Q4	$1.49M	Hold	28,405	–	–	0.42%	60
2025 Q3	$1.42M	Sell	28,405 -100	-0.4%	-$5.2K	0.39%	55
2025 Q2	$1.53M	Hold	28,505	–	–	0.47%	51
2025 Q1	$1.66M	Sell	28,505 -200	-0.7%	-$11.3K	0.56%	37
2024 Q4	$1.48M	Sell	28,705 -4,807	-14%	-$254K	0.49%	48
2024 Q3	$1.8M	Sell	33,512 -1,471	-4%	-$79.8K	0.64%	33
2024 Q2	$1.98M	Sell	34,983 -443	-1%	-$24.2K	0.74%	21
2024 Q1	$2.14M	Buy	+35,426	New	+$2.14M	1.03%	19
2023 Q1	–	Sell	-38,980	Closed	-$1.68K	–	197
2022 Q4	$1.68K	Buy	+38,980	New	+$1.65M	﹤0.01%	157

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

Empirical Asset Management's SUN Position: Q2 2026 in Review

Empirical Asset Management reduced its Sunoco (SUN) stake by 3.3% in Q2 2026, selling an estimated $62.2K and leaving 27,084 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #66.

Empirical Asset Management first reported a position in SUN in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Empirical Asset Management held 27,084 shares of Sunoco worth $1.83M as of Q2 2026.
Empirical Asset Management sold 936 Sunoco shares in Q2 2026, an estimated $62.2K.
Sunoco made up 0.41% of Empirical Asset Management's portfolio in Q2 2026, its #66 holding.
Empirical Asset Management first reported a position in Sunoco in Q4 2022 and has held it in 11 quarters since.
Empirical Asset Management's Sunoco position peaked at $2.14M in Q1 2024.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.