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Liberty Capital Management’s Sunoco SUN Stock Holding History

Liberty Capital Management’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 		$296K Buy
+4,384
New +$291K 0.05% 152
2025
Q4 		$230K Hold
4,384
– – 0.04% 168
2025
Q3 		$219K Hold
4,384
– – 0.04% 170
2025
Q2 		$235K Hold
4,384
– – 0.05% 157
2025
Q1 		$255K Hold
4,384
– – 0.06% 147
2024
Q4 		$226K Hold
4,384
– – 0.05% 152
2024
Q3 		$235K Hold
4,384
– – 0.05% 147
2024
Q2 		$248K Buy
+4,384
New +$239K 0.06% 139

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

Liberty Capital Management's SUN Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Sunoco (SUN) in Q2 2026: 4,384 shares worth $296K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SUN as recently as Q4 2025.

Liberty Capital Management first reported a position in SUN in Q2 2024 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Liberty Capital Management held 4,384 shares of Sunoco worth $296K as of Q2 2026.
  • Sunoco was a new Liberty Capital Management position in Q2 2026.
  • Sunoco made up 0.05% of Liberty Capital Management's portfolio in Q2 2026, its #152 holding.
  • Liberty Capital Management first reported a position in Sunoco in Q2 2024 and has held it in 8 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.