LWCFA
SUN icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Sunoco SUN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$5.13K Hold
76
– – ﹤0.01% 542
2026
Q1 		$4.95K Buy
+76
New +$4.61K ﹤0.01% 540

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SUN Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Sunoco (SUN) position steady in Q2 2026 at 76 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SUN in Q1 2026 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 76 shares of Sunoco worth $5.13K as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #542 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sunoco in Q1 2026 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.