Mercer Global Advisors
SUN icon

Mercer Global Advisors’s Sunoco SUN Stock Holding History

Mercer Global 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 		$406K Sell
6,015
-1,125
-16% -$74.8K ﹤0.01% 2493
2026
Q1 		$464K Buy
7,140
+232
+3% +$14.1K ﹤0.01% 2040
2025
Q4 		$362K Buy
6,908
+7
+0.1% +$370 ﹤0.01% 2087
2025
Q3 		$345K Hold
6,901
– – ﹤0.01% 1994
2025
Q2 		$370K Buy
6,901
+1,260
+22% +$69.6K ﹤0.01% 1732
2025
Q1 		$328K Sell
5,641
-230
-4% -$13K ﹤0.01% 1713
2024
Q4 		$302K Sell
5,871
-1,369
-19% -$72.3K ﹤0.01% 1743
2024
Q3 		$389K Sell
7,240
-4,945
-41% -$268K ﹤0.01% 1484
2024
Q2 		$689K Buy
12,185
+1,028
+9% +$56.1K ﹤0.01% 1133
2024
Q1 		$673K Sell
11,157
-28
-0.3% -$1.69K ﹤0.01% 1128
2023
Q4 		$670K Buy
11,185
+101
+0.9% +$5.37K ﹤0.01% 1160
2023
Q3 		$543K Sell
11,084
-1,028
-8% -$46.7K ﹤0.01% 1210
2023
Q2 		$528K Sell
12,112
-4,980
-29% -$220K ﹤0.01% 1209
2023
Q1 		$750K Buy
17,092
+6,058
+55% +$273K ﹤0.01% 1024
2022
Q4 		$476K Buy
11,034
+5,000
+83% +$211K ﹤0.01% 1234
2022
Q3 		$235K Buy
+6,034
New +$237K ﹤0.01% 1554

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

Mercer Global Advisors's SUN Position: Q2 2026 in Review

Mercer Global Advisors reduced its Sunoco (SUN) stake by 16% in Q2 2026, selling an estimated $74.8K and leaving 6,015 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #2493.

Mercer Global Advisors first reported a position in SUN in Q3 2022 and has held it in 16 quarters since. The position peaked at $750K in Q1 2023. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Mercer Global Advisors held 6,015 shares of Sunoco worth $406K as of Q2 2026.
  • Mercer Global Advisors sold 1,125 Sunoco shares in Q2 2026, an estimated $74.8K.
  • Sunoco made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2493 holding.
  • Mercer Global Advisors first reported a position in Sunoco in Q3 2022 and has held it in 16 quarters since.
  • Mercer Global Advisors's Sunoco position peaked at $750K in Q1 2023.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.