Fractal Investments’s Sunoco SUN Stock Holding History

Fractal Investments’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	$46M	Buy	682,002 +65,460	+11%	+$4.35M	5.31%	8
2026 Q1	$40.1M	Hold	616,542	–	–	4.74%	9
2025 Q4	$32.3M	Hold	616,542	–	–	4.51%	9
2025 Q3	$30.8M	Hold	616,542	–	–	4.45%	9
2025 Q2	$33M	Buy	616,542 +63,774	+12%	+$3.52M	4.71%	7
2025 Q1	$32.1M	Hold	552,768	–	–	4.46%	8
2024 Q4	$28.4M	Sell	552,768 -119,914	-18%	-$6.34M	4.35%	9
2024 Q3	$36.1M	Hold	672,682	–	–	6.1%	6
2024 Q2	$38M	Buy	672,682 +430,682	+178%	+$23.5M	6.62%	6
2024 Q1	$14.6M	Hold	242,000	–	–	2.65%	10
2023 Q4	$14.5M	Buy	242,000 +222,000	+1,110%	+$11.8M	2.98%	10
2023 Q3	$979K	Hold	20,000	–	–	0.2%	33
2023 Q2	$871K	Hold	20,000	–	–	0.19%	37
2023 Q1	$878K	Buy	+20,000	New	+$901K	0.2%	38

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

Fractal Investments's SUN Position: Q2 2026 in Review

Fractal Investments increased its Sunoco (SUN) stake by 11% in Q2 2026, buying an estimated $4.35M and bringing the position to 682,002 shares worth $46M. The position accounts for 5.31% of the portfolio, ranked #8.

Fractal Investments first reported a position in SUN in Q1 2023 and has held it in 14 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Fractal Investments held 682,002 shares of Sunoco worth $46M as of Q2 2026.
Fractal Investments bought 65,460 Sunoco shares in Q2 2026, an estimated $4.35M.
Sunoco made up 5.31% of Fractal Investments's portfolio in Q2 2026, its #8 holding.
Fractal Investments first reported a position in Sunoco in Q1 2023 and has held it in 14 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Fractal Investments's 13F filing for Q2 2026, filed 23 Jul 2026.