Janney Montgomery Scott
SUN icon

Janney Montgomery Scott’s Sunoco SUN Stock Holding History

Janney Montgomery Scott’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 		$945K Buy
14,002
+1,540
+12% +$102K ﹤0.01% 1959
2026
Q1 		$810K Sell
12,462
-538
-4% -$32.6K ﹤0.01% 1778
2025
Q4 		$681K Sell
13,000
-833
-6% -$44K ﹤0.01% 1992
2025
Q3 		$692K Sell
13,833
-3,253
-19% -$169K ﹤0.01% 1955
2025
Q2 		$916K Buy
17,086
+2,639
+18% +$146K ﹤0.01% 1638
2025
Q1 		$839K Buy
14,447
+1,046
+8% +$59.2K ﹤0.01% 1656
2024
Q4 		$689K Sell
13,401
-129
-1% -$6.82K ﹤0.01% 1797
2024
Q3 		$726K Buy
13,530
+635
+5% +$34.4K ﹤0.01% 1716
2024
Q2 		$729K Sell
12,895
-287
-2% -$15.6K ﹤0.01% 1637
2024
Q1 		$795K Sell
13,182
-595
-4% -$36K ﹤0.01% 1660
2023
Q4 		$826K Sell
13,777
-118
-0.8% -$6.28K ﹤0.01% 1562
2023
Q3 		$680K Sell
13,895
-1,406
-9% -$63.9K ﹤0.01% 1573
2023
Q2 		$667K Sell
15,301
-2,627
-15% -$116K ﹤0.01% 1659
2023
Q1 		$787K Sell
17,928
-7,783
-30% -$351K ﹤0.01% 1451
2022
Q4 		$1.11M Buy
25,711
+276
+1% +$11.6K ﹤0.01% 1311
2022
Q3 		$991K Buy
25,435
+11,157
+78% +$439K ﹤0.01% 1326
2022
Q2 		$547K Sell
14,278
-450
-3% -$18.3K ﹤0.01% 1570
2022
Q1 		$602K Sell
14,728
-1,117
-7% -$47.5K ﹤0.01% 1524
2021
Q4 		$647K Sell
15,845
-308
-2% -$12.2K ﹤0.01% 1574
2021
Q3 		$603K Buy
16,153
+3,410
+27% +$127K ﹤0.01% 1540
2021
Q2 		$480K Buy
12,743
+954
+8% +$33.9K ﹤0.01% 1665
2021
Q1 		$375K Buy
11,789
+2,012
+21% +$62.9K ﹤0.01% 1730
2020
Q4 		$281K Buy
9,777
+111
+1% +$3.01K ﹤0.01% 1924
2020
Q3 		$236K Buy
9,666
+237
+3% +$5.97K ﹤0.01% 1825
2020
Q2 		$215K Buy
+9,429
New +$219K ﹤0.01% 1801
2020
Q1 		– Sell
-7,833
Closed -$240K – 2083
2019
Q4 		$240K Buy
7,833
+1,331
+20% +$41.9K ﹤0.01% 1825
2019
Q3 		$205K Hold
6,502
– – ﹤0.01% 1891
2019
Q2 		$203K Buy
+6,502
New +$200K ﹤0.01% 1900

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

Janney Montgomery Scott's SUN Position: Q2 2026 in Review

Janney Montgomery Scott increased its Sunoco (SUN) stake by 12% in Q2 2026, buying an estimated $102K and bringing the position to 14,002 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Janney Montgomery Scott first reported a position in SUN in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.11M in Q4 2022. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Janney Montgomery Scott held 14,002 shares of Sunoco worth $945K as of Q2 2026.
  • Janney Montgomery Scott bought 1,540 Sunoco shares in Q2 2026, an estimated $102K.
  • Sunoco made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #1959 holding.
  • Janney Montgomery Scott first reported a position in Sunoco in Q2 2019 and has held it in 28 quarters since.
  • Janney Montgomery Scott's Sunoco position peaked at $1.11M in Q4 2022.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.