Kestra Advisory Services’s Sunoco SUN Stock Holding History

Kestra Advisory Services’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	$3.31M	Sell	49,066 -13,292	-21%	-$883K	0.01%	1057
2026 Q1	$4.05M	Buy	62,358 +44,563	+250%	+$2.7M	0.02%	910
2025 Q4	$933K	Sell	17,795 -1,188	-6%	-$62.8K	﹤0.01%	1702
2025 Q3	$949K	Sell	18,983 -44,319	-70%	-$2.3M	﹤0.01%	1629
2025 Q2	$3.39M	Sell	63,302 -1,834	-3%	-$101K	0.02%	814
2025 Q1	$3.78M	Sell	65,136 -1,653	-2%	-$93.6K	0.02%	691
2024 Q4	$3.44M	Buy	+66,789	New	+$3.53M	0.02%	739
2024 Q3	–	Sell	-76,073	Closed	-$4.3M	–	2731
2024 Q2	$4.3M	Buy	76,073 +52,137	+218%	+$2.84M	0.02%	645
2024 Q1	$1.44M	Buy	+23,936	New	+$1.45M	0.01%	1026
2022 Q3	–	Sell	-18,785	Closed	-$700K	–	2237
2022 Q2	$700K	Buy	+18,785	New	+$764K	0.01%	1136

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

Kestra Advisory Services's SUN Position: Q2 2026 in Review

Kestra Advisory Services reduced its Sunoco (SUN) stake by 21% in Q2 2026, selling an estimated $883K and leaving 49,066 shares worth $3.31M. The position accounts for 0.01% of the portfolio, ranked #1057.

Kestra Advisory Services first reported a position in SUN in Q2 2022 and has held it in 10 quarters since. The position peaked at $4.3M in Q2 2024. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Kestra Advisory Services held 49,066 shares of Sunoco worth $3.31M as of Q2 2026.
Kestra Advisory Services sold 13,292 Sunoco shares in Q2 2026, an estimated $883K.
Sunoco made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1057 holding.
Kestra Advisory Services first reported a position in Sunoco in Q2 2022 and has held it in 10 quarters since.
Kestra Advisory Services's Sunoco position peaked at $4.3M in Q2 2024.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.