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IFP Advisors’s Sunoco SUN Stock Holding History

IFP 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 		$74.3K Sell
1,101
-640
-37% -$42.5K ﹤0.01% 2168
2026
Q1 		$113K Buy
1,741
+617
+55% +$37.4K ﹤0.01% 1771
2025
Q4 		$58.9K Buy
1,124
+85
+8% +$4.49K ﹤0.01% 2100
2025
Q3 		$52K Sell
1,039
-975
-48% -$50.7K ﹤0.01% 2055
2025
Q2 		$108K Sell
2,014
-851
-30% -$47K ﹤0.01% 1592
2025
Q1 		$166K Buy
2,865
+419
+17% +$23.7K 0.01% 1259
2024
Q4 		$126K Buy
2,446
+1,295
+113% +$68.4K ﹤0.01% 1349
2024
Q3 		$61.8K Sell
1,151
-144
-11% -$7.81K ﹤0.01% 1632
2024
Q2 		$73.2K Buy
+1,295
New +$70.6K ﹤0.01% 1497
2023
Q2 		– Sell
-328
Closed -$8.59K – 3565
2023
Q1 		$8.59K Sell
328
-300
-48% -$13.5K ﹤0.01% 2360
2022
Q4 		$17K Sell
628
-122
-16% -$5.15K ﹤0.01% 3042
2022
Q3 		$20K Hold
750
– – ﹤0.01% 3097
2022
Q2 		$20K Hold
750
– – ﹤0.01% 2853
2022
Q1 		$20K Buy
750
+422
+129% +$18K ﹤0.01% 2853
2021
Q4 		$13K Hold
328
– – ﹤0.01% 2131
2021
Q3 		$12K Buy
+328
New +$12.2K ﹤0.01% 2213
2020
Q1 		– Sell
-1,200
Closed -$32.2K – 2993
2019
Q4 		$37K Hold
1,200
– – ﹤0.01% 1378
2019
Q3 		$38K Buy
+1,200
New +$38.2K ﹤0.01% 1490
2019
Q1 		– Sell
-1,200
Closed -$32K – 3315
2018
Q4 		$32K Hold
1,200
– – ﹤0.01% 1874
2018
Q3 		$35K Hold
1,200
– – ﹤0.01% 2113
2018
Q2 		$30K Buy
+1,200
New +$31.9K ﹤0.01% 2225
2016
Q4 		– Sell
-2,365
Closed -$69K – 4128
2016
Q3 		$69K Buy
2,365
+103
+5% +$3.1K ﹤0.01% 1607
2016
Q2 		$68K Buy
+2,262
New +$74K ﹤0.01% 1579

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

IFP Advisors's SUN Position: Q2 2026 in Review

IFP Advisors reduced its Sunoco (SUN) stake by 37% in Q2 2026, selling an estimated $42.5K and leaving 1,101 shares worth $74.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2168.

IFP Advisors first reported a position in SUN in Q2 2016 and has held it in 23 quarters since. The position peaked at $166K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • IFP Advisors held 1,101 shares of Sunoco worth $74.3K as of Q2 2026.
  • IFP Advisors sold 640 Sunoco shares in Q2 2026, an estimated $42.5K.
  • Sunoco made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2168 holding.
  • IFP Advisors first reported a position in Sunoco in Q2 2016 and has held it in 23 quarters since.
  • IFP Advisors's Sunoco position peaked at $166K in Q1 2025.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.