Lido Advisors’s Sunoco SUN Stock Holding History

Lido 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	$252K	Sell	3,733 -2,385	-39%	-$159K	﹤0.01%	1836
2026 Q1	$397K	Buy	+6,118	New	+$371K	﹤0.01%	1422
2025 Q2	–	Sell	-4,153	Closed	-$241K	–	1750
2025 Q1	$241K	Buy	+4,153	New	+$235K	﹤0.01%	1304
2023 Q1	–	Sell	-4,892	Closed	-$211K	–	1245
2022 Q4	$211K	Sell	4,892 -2,798	-36%	-$118K	﹤0.01%	889
2022 Q3	$299K	Hold	7,690	–	–	﹤0.01%	750
2022 Q2	$286K	Hold	7,690	–	–	﹤0.01%	763
2022 Q1	$314K	Hold	7,690	–	–	﹤0.01%	799
2021 Q4	$313K	Hold	7,690	–	–	﹤0.01%	790
2021 Q3	$286K	Hold	7,690	–	–	﹤0.01%	765
2021 Q2	$290K	Hold	7,690	–	–	﹤0.01%	735
2021 Q1	$245K	Hold	7,690	–	–	﹤0.01%	740
2020 Q4	$221K	Buy	+7,690	New	+$208K	﹤0.01%	734
2017 Q1	–	Sell	-9,000	Closed	-$242K	–	272
2016 Q4	$242K	Hold	9,000	–	–	0.06%	171
2016 Q3	$261K	Hold	9,000	–	–	0.08%	117
2016 Q2	$270K	Hold	9,000	–	–	0.08%	122
2016 Q1	$298K	Buy	+9,000	New	+$287K	0.1%	95

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

Lido Advisors's SUN Position: Q2 2026 in Review

Lido Advisors reduced its Sunoco (SUN) stake by 39% in Q2 2026, selling an estimated $159K and leaving 3,733 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Lido Advisors first reported a position in SUN in Q1 2016 and has held it in 16 quarters since. The position peaked at $397K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Lido Advisors held 3,733 shares of Sunoco worth $252K as of Q2 2026.
Lido Advisors sold 2,385 Sunoco shares in Q2 2026, an estimated $159K.
Sunoco made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1836 holding.
Lido Advisors first reported a position in Sunoco in Q1 2016 and has held it in 16 quarters since.
Lido Advisors's Sunoco position peaked at $397K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.