Great Valley Advisor Group’s Sunoco SUN Stock Holding History

Great Valley Advisor Group’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	$247K	Buy	3,661 +21	+0.6%	+$1.4K	﹤0.01%	910
2026 Q1	$237K	Buy	+3,640	New	+$221K	﹤0.01%	890
2025 Q2	–	Sell	-3,528	Closed	-$205K	–	938
2025 Q1	$205K	Buy	+3,528	New	+$200K	﹤0.01%	831
2023 Q3	–	Sell	-10,182	Closed	-$444K	–	727
2023 Q2	$444K	Buy	10,182 +1,745	+21%	+$77.2K	0.02%	468
2023 Q1	$370K	Sell	8,437 -893	-10%	-$40.2K	0.02%	485
2022 Q4	$402K	Sell	9,330 -83	-0.9%	-$3.5K	0.02%	485
2022 Q3	$367K	Buy	9,413 +1,047	+13%	+$41.2K	0.02%	489
2022 Q2	$311K	Buy	8,366 +1,149	+16%	+$46.8K	0.02%	539
2022 Q1	$295K	Buy	+7,217	New	+$307K	0.02%	490

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

Great Valley Advisor Group's SUN Position: Q2 2026 in Review

Great Valley Advisor Group increased its Sunoco (SUN) stake by 0.58% in Q2 2026, buying an estimated $1.4K and bringing the position to 3,661 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Great Valley Advisor Group first reported a position in SUN in Q1 2022 and has held it in 9 quarters since. The position peaked at $444K in Q2 2023. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Great Valley Advisor Group held 3,661 shares of Sunoco worth $247K as of Q2 2026.
Great Valley Advisor Group bought 21 Sunoco shares in Q2 2026, an estimated $1.4K.
Sunoco made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #910 holding.
Great Valley Advisor Group first reported a position in Sunoco in Q1 2022 and has held it in 9 quarters since.
Great Valley Advisor Group's Sunoco position peaked at $444K in Q2 2023.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.