Invesco
SUN icon

Invesco’s Sunoco SUN Stock Holding History

Invesco’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
Q1 		$575M Buy
8,857,392
+10,713
+0.1% +$650K 0.06% 295
2025
Q4 		$464M Sell
8,846,679
-144,630
-2% -$7.64M 0.04% 340
2025
Q3 		$450M Sell
8,991,309
-89,172
-1% -$4.64M 0.07% 327
2025
Q2 		$487M Sell
9,080,481
-85,236
-0.9% -$4.71M 0.08% 298
2025
Q1 		$532M Buy
9,165,717
+296,791
+3% +$16.8M 0.1% 241
2024
Q4 		$456M Buy
8,868,926
+198,859
+2% +$10.5M 0.08% 295
2024
Q3 		$465M Buy
8,670,067
+169,635
+2% +$9.2M 0.09% 279
2024
Q2 		$481M Buy
8,500,432
+8,037,218
+1,735% +$438M 0.1% 237
2024
Q1 		$27.9M Sell
463,214
-764,046
-62% -$46.2M 0.01% 1281
2023
Q4 		$73.5M Sell
1,227,260
-3,877,251
-76% -$206M 0.02% 849
2023
Q3 		$250M Sell
5,104,511
-233,733
-4% -$10.6M 0.07% 400
2023
Q2 		$233M Sell
5,338,244
-326,366
-6% -$14.4M 0.06% 435
2023
Q1 		$249M Sell
5,664,610
-1,872,500
-25% -$84.4M 0.07% 390
2022
Q4 		$325M Sell
7,537,110
-34,854
-0.5% -$1.47M 0.1% 295
2022
Q3 		$295M Sell
7,571,964
-66,424
-0.9% -$2.61M 0.1% 284
2022
Q2 		$285M Sell
7,638,388
-132,356
-2% -$5.39M 0.09% 311
2022
Q1 		$317M Sell
7,770,744
-546,420
-7% -$23.3M 0.08% 336
2021
Q4 		$340M Sell
8,317,164
-528,457
-6% -$21M 0.08% 318
2021
Q3 		$330M Sell
8,845,621
-607,423
-6% -$22.6M 0.08% 295
2021
Q2 		$356M Sell
9,453,044
-264,194
-3% -$9.38M 0.09% 285
2021
Q1 		$309M Sell
9,717,238
-263,687
-3% -$8.24M 0.08% 302
2020
Q4 		$287M Sell
9,980,925
-279,371
-3% -$7.57M 0.08% 296
2020
Q3 		$250M Sell
10,260,296
-1,361,237
-12% -$34.3M 0.08% 282
2020
Q2 		$265M Sell
11,621,533
-2,904,051
-20% -$67.5M 0.09% 246
2020
Q1 		$227M Sell
14,525,584
-37,474
-0.3% -$1.01M 0.1% 252
2019
Q4 		$446M Sell
14,563,058
-746,418
-5% -$23.5M 0.14% 169
2019
Q3 		$481M Sell
15,309,476
-305,302
-2% -$9.73M 0.13% 177
2019
Q2 		$488M Buy
+15,614,778
New +$479M 0.13% 176
2018
Q3 		– Sell
-38,699
Closed -$966K – 3922
2018
Q2 		$966K Buy
+38,699
New +$1.03M ﹤0.01% 3152

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

Invesco's SUN Position: Q1 2026 in Review

Invesco increased its Sunoco (SUN) stake by 0.12% in Q1 2026, buying an estimated $650K and bringing the position to 8,857,392 shares worth $575M. The position accounts for 0.06% of the portfolio, ranked #295.

Invesco first reported a position in SUN in Q2 2018 and has held it in 29 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Invesco held 8,857,392 shares of Sunoco worth $575M as of Q1 2026.
  • Invesco bought 10,713 Sunoco shares in Q1 2026, an estimated $650K.
  • Sunoco made up 0.06% of Invesco's portfolio in Q1 2026, its #295 holding.
  • Invesco first reported a position in Sunoco in Q2 2018 and has held it in 29 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.