Envestnet Asset Management
SUN icon

Envestnet Asset Management’s Sunoco SUN Stock Holding History

Envestnet 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 		$5.6M Buy
82,908
+9,236
+13% +$614K ﹤0.01% 2385
2026
Q1 		$4.79M Buy
73,672
+25,584
+53% +$1.55M ﹤0.01% 2346
2025
Q4 		$2.52M Buy
48,088
+13,254
+38% +$700K ﹤0.01% 2664
2025
Q3 		$1.74M Buy
34,834
+3,568
+11% +$186K ﹤0.01% 2969
2025
Q2 		$1.68M Sell
31,266
-1,337
-4% -$73.8K ﹤0.01% 2947
2025
Q1 		$1.89M Buy
32,603
+1,845
+6% +$104K ﹤0.01% 2773
2024
Q4 		$1.58M Buy
30,758
+3,496
+13% +$185K ﹤0.01% 2837
2024
Q3 		$1.46M Sell
27,262
-379
-1% -$20.6K ﹤0.01% 2876
2024
Q2 		$1.56M Buy
27,641
+14,540
+111% +$793K ﹤0.01% 2744
2024
Q1 		$790K Buy
13,101
+867
+7% +$52.4K ﹤0.01% 3175
2023
Q4 		$733K Buy
12,234
+2,525
+26% +$134K ﹤0.01% 3127
2023
Q3 		$475K Buy
9,709
+1,066
+12% +$48.4K ﹤0.01% 3288
2023
Q2 		$376K Buy
8,643
+990
+13% +$43.8K ﹤0.01% 3371
2023
Q1 		$336K Sell
7,653
-658
-8% -$29.7K ﹤0.01% 3389
2022
Q4 		$358K Buy
8,311
+1,292
+18% +$54.5K ﹤0.01% 3309
2022
Q3 		$274K Buy
+7,019
New +$276K ﹤0.01% 3404
2018
Q3 		– Sell
-11,615
Closed -$290K – 2446
2018
Q2 		$290K Hold
11,615
– – ﹤0.01% 1523
2018
Q1 		$296K Hold
11,615
– – ﹤0.01% 1412
2017
Q4 		$330K Hold
11,615
– – ﹤0.01% 1661
2017
Q3 		$361K Hold
11,615
– – ﹤0.01% 1602
2017
Q2 		$356K Hold
11,615
– – ﹤0.01% 1655
2017
Q1 		$281K Hold
11,615
– – ﹤0.01% 1779
2016
Q4 		$312K Buy
11,615
+133
+1% +$3.46K ﹤0.01% 1704
2016
Q3 		$333K Sell
11,482
-747
-6% -$22.5K ﹤0.01% 1782
2016
Q2 		$366K Sell
12,229
-44
-0.4% -$1.44K ﹤0.01% 1795
2016
Q1 		$407K Buy
12,273
+22
+0.2% +$702 ﹤0.01% 1732
2015
Q4 		$485K Sell
12,251
-1,033
-8% -$37.2K ﹤0.01% 1604
2015
Q3 		$450K Buy
13,284
+3,572
+37% +$137K ﹤0.01% 1646
2015
Q2 		$440K Buy
+9,712
New +$467K ﹤0.01% 1777

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

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

Envestnet Asset Management increased its Sunoco (SUN) stake by 13% in Q2 2026, buying an estimated $614K and bringing the position to 82,908 shares worth $5.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2385.

Envestnet Asset Management first reported a position in SUN in Q2 2015 and has held it in 29 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Envestnet Asset Management held 82,908 shares of Sunoco worth $5.6M as of Q2 2026.
  • Envestnet Asset Management bought 9,236 Sunoco shares in Q2 2026, an estimated $614K.
  • Sunoco made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2385 holding.
  • Envestnet Asset Management first reported a position in Sunoco in Q2 2015 and has held it in 29 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.