Farther Finance Advisors’s Sunoco SUN Stock Holding History

Farther Finance 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	$95.5K	Buy	1,415 +4	+0.3%	+$266	﹤0.01%	2733
2026 Q1	$90.4K	Sell	1,411 -2,779	-66%	-$169K	﹤0.01%	2581
2025 Q4	$220K	Sell	4,190 -2,028	-33%	-$107K	﹤0.01%	1855
2025 Q3	$311K	Buy	6,218 +5	+0.1%	+$260	﹤0.01%	1366
2025 Q2	$333K	Buy	6,213 +4,036	+185%	+$223K	0.01%	1124
2025 Q1	$128K	Buy	2,177 +344	+19%	+$19.5K	﹤0.01%	1420
2024 Q4	$94.3K	Hold	1,833	–	–	﹤0.01%	1331
2024 Q3	$98.4K	Buy	+1,833	New	+$99.4K	﹤0.01%	1311

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

Farther Finance Advisors's SUN Position: Q2 2026 in Review

Farther Finance Advisors increased its Sunoco (SUN) stake by 0.28% in Q2 2026, buying an estimated $266 and bringing the position to 1,415 shares worth $95.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2733.

Farther Finance Advisors first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $333K in Q2 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Farther Finance Advisors held 1,415 shares of Sunoco worth $95.5K as of Q2 2026.
Farther Finance Advisors bought 4 Sunoco shares in Q2 2026, an estimated $266.
Sunoco made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2733 holding.
Farther Finance Advisors first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Sunoco position peaked at $333K in Q2 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.