EWA
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EP Wealth Advisors’s Sunoco SUN Stock Holding History

EP Wealth 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 		$779K Buy
11,540
+5,354
+87% +$356K ﹤0.01% 838
2026
Q1 		$402K Sell
6,186
-9,724
-61% -$590K ﹤0.01% 1003
2025
Q4 		$834K Buy
+15,910
New +$841K ﹤0.01% 669
2025
Q2 		$476K Buy
8,886
+296
+3% +$16.3K ﹤0.01% 798
2025
Q1 		$499K Buy
8,590
+186
+2% +$10.5K ﹤0.01% 709
2024
Q4 		$432K Sell
8,404
-5,584
-40% -$295K ﹤0.01% 741
2024
Q3 		$751K Buy
13,988
+5,692
+69% +$309K 0.01% 572
2024
Q2 		$469K Buy
8,296
+293
+4% +$16K 0.01% 548
2024
Q1 		$482K Buy
8,003
+43
+0.5% +$2.6K 0.01% 517
2023
Q4 		$477K Buy
7,960
+2,435
+44% +$130K 0.01% 499
2023
Q3 		$270K Sell
5,525
-3,138
-36% -$143K ﹤0.01% 579
2023
Q2 		$238K Sell
8,663
-56,808
-87% -$2.51M ﹤0.01% 616
2023
Q1 		$6.85M Buy
65,471
+60,115
+1,122% +$2.71M 0.12% 114
2022
Q4 		$231K Sell
5,356
-7,428
-58% -$313K ﹤0.01% 517
2022
Q3 		$498K Buy
12,784
+6,850
+115% +$269K 0.01% 281
2022
Q2 		$221K Buy
+5,934
New +$241K 0.01% 552

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

EP Wealth Advisors's SUN Position: Q2 2026 in Review

EP Wealth Advisors increased its Sunoco (SUN) stake by 87% in Q2 2026, buying an estimated $356K and bringing the position to 11,540 shares worth $779K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

EP Wealth Advisors first reported a position in SUN in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.85M in Q1 2023. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • EP Wealth Advisors held 11,540 shares of Sunoco worth $779K as of Q2 2026.
  • EP Wealth Advisors bought 5,354 Sunoco shares in Q2 2026, an estimated $356K.
  • Sunoco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #838 holding.
  • EP Wealth Advisors first reported a position in Sunoco in Q2 2022 and has held it in 16 quarters since.
  • EP Wealth Advisors's Sunoco position peaked at $6.85M in Q1 2023.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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