First Trust Advisors’s Sunoco SUN Stock Holding History

First Trust 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	$2.51M	Sell	37,191 -3,312	-8%	-$220K	﹤0.01%	1913
2026 Q1	$2.63M	Sell	40,503 -15,915	-28%	-$965K	﹤0.01%	1792
2025 Q4	$2.96M	Sell	56,418 -243	-0.4%	-$12.8K	﹤0.01%	1697
2025 Q3	$2.83M	Buy	56,661 +10,900	+24%	+$567K	﹤0.01%	1674
2025 Q2	$2.45M	Sell	45,761 -34,136	-43%	-$1.88M	﹤0.01%	1726
2025 Q1	$4.64M	Sell	79,897 -3,338	-4%	-$189K	﹤0.01%	1349
2024 Q4	$4.28M	Buy	83,235 +20,982	+34%	+$1.11M	﹤0.01%	1449
2024 Q3	$3.34M	Buy	62,253 +1,083	+2%	+$58.8K	﹤0.01%	1534
2024 Q2	$3.46M	Buy	61,170 +22,284	+57%	+$1.22M	﹤0.01%	1454
2024 Q1	$2.34M	Sell	38,886 -9,509	-20%	-$575K	﹤0.01%	1667
2023 Q4	$2.9M	Sell	48,395 -11,959	-20%	-$636K	﹤0.01%	1567
2023 Q3	$2.95M	Sell	60,354 -268	-0.4%	-$12.2K	﹤0.01%	1512
2023 Q2	$2.64M	Sell	60,622 -5,770	-9%	-$255K	﹤0.01%	1572
2023 Q1	$2.91M	Sell	66,392 -16,654	-20%	-$751K	﹤0.01%	1518
2022 Q4	$3.58M	Sell	83,046 -9,680	-10%	-$409K	﹤0.01%	1393
2022 Q3	$3.61M	Buy	92,726 +4,820	+5%	+$190K	﹤0.01%	1361
2022 Q2	$3.27M	Buy	87,906 +7,158	+9%	+$291K	﹤0.01%	1494
2022 Q1	$3.3M	Sell	80,748 -28,920	-26%	-$1.23M	﹤0.01%	1561
2021 Q4	$4.48M	Sell	109,668 -13,319	-11%	-$528K	﹤0.01%	1424
2021 Q3	$4.59M	Sell	122,987 -16,889	-12%	-$627K	﹤0.01%	1376
2021 Q2	$5.27M	Sell	139,876 -2,489	-2%	-$88.3K	0.01%	1322
2021 Q1	$4.53M	Buy	142,365 +30,957	+28%	+$967K	0.01%	1306
2020 Q4	$3.21M	Buy	+111,408	New	+$3.02M	﹤0.01%	1332

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

First Trust Advisors's SUN Position: Q2 2026 in Review

First Trust Advisors reduced its Sunoco (SUN) stake by 8.2% in Q2 2026, selling an estimated $220K and leaving 37,191 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

First Trust Advisors first reported a position in SUN in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.27M in Q2 2021. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

First Trust Advisors held 37,191 shares of Sunoco worth $2.51M as of Q2 2026.
First Trust Advisors sold 3,312 Sunoco shares in Q2 2026, an estimated $220K.
Sunoco made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1913 holding.
First Trust Advisors first reported a position in Sunoco in Q4 2020 and has held it in 23 quarters since.
First Trust Advisors's Sunoco position peaked at $5.27M in Q2 2021.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.