J.W. Cole Advisors’s Sunoco SUN Stock Holding History

J.W. Cole 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	$3.99M	Sell	59,126 -1,357	-2%	-$90.2K	0.07%	295
2026 Q1	$3.93M	Sell	60,483 -843	-1%	-$51.1K	0.13%	144
2025 Q4	$3.2M	Sell	61,326 -1,709	-3%	-$90.3K	0.08%	253
2025 Q3	$3.15M	Sell	63,035 -1,846	-3%	-$96K	0.06%	310
2025 Q2	$3.48M	Sell	64,881 -5,377	-8%	-$297K	0.07%	256
2025 Q1	$4.08M	Buy	70,258 +62,320	+785%	+$3.53M	0.13%	167
2024 Q4	$408K	Buy	+7,938	New	+$420K	0.02%	678
2020 Q4	–	Sell	-82,507	Closed	-$2.01M	–	856
2020 Q3	$2.01M	Buy	+82,507	New	+$2.08M	0.15%	153

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

J.W. Cole Advisors's SUN Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Sunoco (SUN) stake by 2.2% in Q2 2026, selling an estimated $90.2K and leaving 59,126 shares worth $3.99M. The position accounts for 0.07% of the portfolio, ranked #295.

J.W. Cole Advisors first reported a position in SUN in Q3 2020 and has held it in 8 quarters since. The position peaked at $4.08M in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

J.W. Cole Advisors held 59,126 shares of Sunoco worth $3.99M as of Q2 2026.
J.W. Cole Advisors sold 1,357 Sunoco shares in Q2 2026, an estimated $90.2K.
Sunoco made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #295 holding.
J.W. Cole Advisors first reported a position in Sunoco in Q3 2020 and has held it in 8 quarters since.
J.W. Cole Advisors's Sunoco position peaked at $4.08M in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.