Jones Financial Companies
SUN icon

Jones Financial Companies’s Sunoco SUN Stock Holding History

Jones Financial Companies’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 		$713K Buy
10,722
+810
+8% +$53.8K ﹤0.01% 2053
2026
Q1 		$664K Buy
9,912
+1,442
+17% +$87.5K ﹤0.01% 1904
2025
Q4 		$444K Buy
8,470
+1,087
+15% +$57.4K ﹤0.01% 1572
2025
Q3 		$373K Buy
7,383
+1,392
+23% +$72.4K ﹤0.01% 1516
2025
Q2 		$325K Buy
5,991
+1,225
+26% +$67.6K ﹤0.01% 1453
2025
Q1 		$282K Buy
4,766
+1,744
+58% +$98.7K ﹤0.01% 1353
2024
Q4 		$155K Buy
3,022
+393
+15% +$20.8K ﹤0.01% 1458
2024
Q3 		$140K Buy
2,629
+1,300
+98% +$70.5K ﹤0.01% 1275
2024
Q2 		$75.2K Buy
1,329
+1,094
+466% +$59.7K ﹤0.01% 1134
2024
Q1 		$14.2K Buy
+235
New +$14.2K ﹤0.01% 989

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

Jones Financial Companies's SUN Position: Q2 2026 in Review

Jones Financial Companies increased its Sunoco (SUN) stake by 8.2% in Q2 2026, buying an estimated $53.8K and bringing the position to 10,722 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #2053.

Jones Financial Companies first reported a position in SUN in Q1 2024 and has held it in 10 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Jones Financial Companies held 10,722 shares of Sunoco worth $713K as of Q2 2026.
  • Jones Financial Companies bought 810 Sunoco shares in Q2 2026, an estimated $53.8K.
  • Sunoco made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2053 holding.
  • Jones Financial Companies first reported a position in Sunoco in Q1 2024 and has held it in 10 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.