HI
SUN icon

Harbour Investments’s Sunoco SUN Stock Holding History

Harbour 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 		$188K Hold
2,779
– – ﹤0.01% 1637
2026
Q1 		$181K Buy
2,779
+1,126
+68% +$68.3K ﹤0.01% 1591
2025
Q4 		$86.6K Hold
1,653
– – ﹤0.01% 1710
2025
Q3 		$82.7K Buy
1,653
+1,123
+212% +$58.4K ﹤0.01% 1658
2025
Q2 		$28.4K Hold
530
– – ﹤0.01% 2076
2025
Q1 		$30.8K Hold
530
– – ﹤0.01% 1992
2024
Q4 		$27.3K Sell
530
-203
-28% -$10.7K ﹤0.01% 1975
2024
Q3 		$39.4K Buy
733
+2
+0.3% +$108 ﹤0.01% 1779
2024
Q2 		$41.4K Sell
731
-241
-25% -$13.1K ﹤0.01% 1643
2024
Q1 		$58.6K Sell
972
-121
-11% -$7.32K ﹤0.01% 1456
2023
Q4 		$65.5K Buy
1,093
+121
+12% +$6.44K ﹤0.01% 1325
2023
Q3 		$47.6K Buy
972
+3
+0.3% +$136 ﹤0.01% 1371
2023
Q2 		$42.2K Buy
969
+4
+0.4% +$177 ﹤0.01% 1439
2023
Q1 		$42.4K Buy
965
+372
+63% +$16.8K ﹤0.01% 1424
2022
Q4 		$25.6K Buy
593
+208
+54% +$8.78K ﹤0.01% 1576
2022
Q3 		$14K Hold
385
– – ﹤0.01% 1801
2022
Q2 		$14K Buy
+385
New +$15.7K ﹤0.01% 1801
2021
Q4 		$12K Sell
295
-625
-68% -$24.8K ﹤0.01% 1865
2021
Q3 		$34K Sell
920
-150
-14% -$5.57K ﹤0.01% 1996
2021
Q2 		$40K Hold
1,070
– – ﹤0.01% 1947
2021
Q1 		$34K Buy
+1,070
New +$33.4K ﹤0.01% 1902

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

Harbour Investments's SUN Position: Q2 2026 in Review

Harbour Investments held its Sunoco (SUN) position steady in Q2 2026 at 2,779 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #1637.

Harbour Investments first reported a position in SUN in Q1 2021 and has held it in 21 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Harbour Investments held 2,779 shares of Sunoco worth $188K as of Q2 2026.
  • Harbour Investments left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1637 holding.
  • Harbour Investments first reported a position in Sunoco in Q1 2021 and has held it in 21 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.