Merit Financial Group’s Sunoco SUN Stock Holding History

Merit Financial Group’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	–	Sell	-3,980	Closed	-$259K	–	2442
2026 Q1	$259K	Sell	3,980 -1,641	-29%	-$99.5K	﹤0.01%	1752
2025 Q4	$295K	Buy	+5,621	New	+$297K	﹤0.01%	1570

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

Merit Financial Group's SUN Position: Q2 2026 in Review

Merit Financial Group sold out of Sunoco (SUN) in Q2 2026, closing a stake of 3,980 shares — an estimated $259K sold.

Merit Financial Group first reported a position in SUN in Q4 2025 and held it in 2 quarters. The position peaked at $295K in Q4 2025. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Merit Financial Group reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
Merit Financial Group sold 3,980 Sunoco shares in Q2 2026, an estimated $259K.
Merit Financial Group first reported a position in Sunoco in Q4 2025 and held it in 2 quarters.
Merit Financial Group's Sunoco position peaked at $295K in Q4 2025.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.