LPL Financial
SUN icon

LPL Financial’s Sunoco SUN Stock Holding History

LPL Financial’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 		$11.8M Sell
175,491
-1,719
-1% -$114K ﹤0.01% 1977
2026
Q1 		$11.5M Sell
177,210
-1,913
-1% -$116K ﹤0.01% 1876
2025
Q4 		$9.39M Sell
179,123
-17,206
-9% -$909K ﹤0.01% 1989
2025
Q3 		$9.82M Buy
196,329
+5,670
+3% +$295K ﹤0.01% 1877
2025
Q2 		$10.2M Buy
190,659
+5,734
+3% +$317K ﹤0.01% 1696
2025
Q1 		$10.7M Buy
184,925
+6,986
+4% +$395K ﹤0.01% 1546
2024
Q4 		$9.15M Sell
177,939
-15,099
-8% -$798K ﹤0.01% 1610
2024
Q3 		$10.4M Sell
193,038
-33,957
-15% -$1.84M ﹤0.01% 1441
2024
Q2 		$12.8M Buy
226,995
+68,487
+43% +$3.73M 0.01% 1208
2024
Q1 		$9.56M Buy
158,508
+13,074
+9% +$791K 0.01% 1363
2023
Q4 		$8.72M Sell
145,434
-6,995
-5% -$372K 0.01% 1338
2023
Q3 		$7.46M Buy
152,429
+7,383
+5% +$335K 0.01% 1341
2023
Q2 		$6.32M Buy
145,046
+1,494
+1% +$66.1K ﹤0.01% 1440
2023
Q1 		$6.3M Buy
143,552
+15,255
+12% +$688K ﹤0.01% 1374
2022
Q4 		$5.53M Buy
128,297
+1,355
+1% +$57.2K ﹤0.01% 1387
2022
Q3 		$4.95M Sell
126,942
-11,719
-8% -$461K ﹤0.01% 1382
2022
Q2 		$5.17M Buy
138,661
+33,066
+31% +$1.35M ﹤0.01% 1374
2022
Q1 		$4.31M Buy
105,595
+39,273
+59% +$1.67M ﹤0.01% 1534
2021
Q4 		$2.71M Buy
66,322
+18,290
+38% +$725K ﹤0.01% 1867
2021
Q3 		$1.79M Buy
48,032
+4,041
+9% +$150K ﹤0.01% 2138
2021
Q2 		$1.66M Buy
43,991
+10,004
+29% +$355K ﹤0.01% 2127
2021
Q1 		$1.08M Sell
33,987
-11,581
-25% -$362K ﹤0.01% 2332
2020
Q4 		$1.31M Buy
45,568
+17,677
+63% +$479K ﹤0.01% 1974
2020
Q3 		$680K Buy
27,891
+1,748
+7% +$44K ﹤0.01% 2224
2020
Q2 		$597K Buy
26,143
+4,165
+19% +$96.8K ﹤0.01% 2237
2020
Q1 		$344K Sell
21,978
-7,364
-25% -$198K ﹤0.01% 2380
2019
Q4 		$898K Sell
29,342
-11,150
-28% -$351K ﹤0.01% 1921
2019
Q3 		$1.27M Buy
40,492
+10,215
+34% +$326K ﹤0.01% 1565
2019
Q2 		$947K Buy
30,277
+8,332
+38% +$256K ﹤0.01% 1758
2019
Q1 		$684K Buy
21,945
+2,841
+15% +$84.6K ﹤0.01% 1946
2018
Q4 		$519K Sell
19,104
-5,637
-23% -$157K ﹤0.01% 2012
2018
Q3 		$731K Buy
24,741
+2,783
+13% +$74.9K ﹤0.01% 1922
2018
Q2 		$548K Buy
21,958
+342
+2% +$9.08K ﹤0.01% 2121
2018
Q1 		$551K Buy
21,616
+3,876
+22% +$114K ﹤0.01% 2049
2017
Q4 		$504K Buy
17,740
+8,224
+86% +$248K ﹤0.01% 2067
2017
Q3 		$296K Buy
9,516
+619
+7% +$19.3K ﹤0.01% 2368
2017
Q2 		$272K Sell
8,897
-26,960
-75% -$804K ﹤0.01% 2368
2017
Q1 		$866K Sell
35,857
-86
-0.2% -$2.28K 0.01% 1360
2016
Q4 		$970K Buy
35,943
+24,817
+223% +$646K 0.01% 1240
2016
Q3 		$320K Buy
+11,126
New +$334K ﹤0.01% 2073
2016
Q2 		– Sell
-10,980
Closed -$349K – 2953
2016
Q1 		$349K Buy
10,980
+2,178
+25% +$69.5K ﹤0.01% 2402
2015
Q4 		$348K Buy
+8,802
New +$317K ﹤0.01% 2434

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

LPL Financial's SUN Position: Q2 2026 in Review

LPL Financial reduced its Sunoco (SUN) stake by 0.97% in Q2 2026, selling an estimated $114K and leaving 175,491 shares worth $11.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1977.

LPL Financial first reported a position in SUN in Q4 2015 and has held it in 42 quarters since. The position peaked at $12.8M in Q2 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • LPL Financial held 175,491 shares of Sunoco worth $11.8M as of Q2 2026.
  • LPL Financial sold 1,719 Sunoco shares in Q2 2026, an estimated $114K.
  • Sunoco made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1977 holding.
  • LPL Financial first reported a position in Sunoco in Q4 2015 and has held it in 42 quarters since.
  • LPL Financial's Sunoco position peaked at $12.8M in Q2 2024.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.