HUB Investment Partners’s Sunoco SUN Stock Holding History

HUB Investment Partners’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	$9.81M	Buy	145,379 +1,009	+0.7%	+$67.1K	0.18%	108
2026 Q1	$9.38M	Sell	144,370 -26,001	-15%	-$1.58M	0.22%	96
2025 Q4	$8.93M	Sell	170,371 -763	-0.4%	-$40.3K	0.23%	89
2025 Q3	$8.56M	Sell	171,134 -35,472	-17%	-$1.84M	0.28%	83
2025 Q2	$11.1M	Sell	206,606 -236	-0.1%	-$13K	0.37%	64
2025 Q1	$12M	Sell	206,842 -8,951	-4%	-$507K	0.48%	56
2024 Q4	$11.1M	Sell	215,793 -25,078	-10%	-$1.33M	0.47%	56
2024 Q3	$12.9M	Sell	240,871 -1,382	-0.6%	-$75K	0.56%	52
2024 Q2	$13.7M	Buy	242,253 +3,487	+1%	+$190K	0.52%	41
2024 Q1	$14.4M	Sell	238,766 -1,182	-0.5%	-$71.5K	0.79%	29
2023 Q4	$14.4M	Buy	+239,948	New	+$12.8M	0.98%	20

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

HUB Investment Partners's SUN Position: Q2 2026 in Review

HUB Investment Partners increased its Sunoco (SUN) stake by 0.7% in Q2 2026, buying an estimated $67.1K and bringing the position to 145,379 shares worth $9.81M. The position accounts for 0.18% of the portfolio, ranked #108.

HUB Investment Partners first reported a position in SUN in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q1 2024. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

HUB Investment Partners held 145,379 shares of Sunoco worth $9.81M as of Q2 2026.
HUB Investment Partners bought 1,009 Sunoco shares in Q2 2026, an estimated $67.1K.
Sunoco made up 0.18% of HUB Investment Partners's portfolio in Q2 2026, its #108 holding.
HUB Investment Partners first reported a position in Sunoco in Q4 2023 and has held it in 11 quarters since.
HUB Investment Partners's Sunoco position peaked at $14.4M in Q1 2024.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.