NS
SUN icon

NBC Securities’s Sunoco SUN Stock Holding History

NBC Securities’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 		$16.7K Sell
248
-29
-10% -$1.93K ﹤0.01% 1699
2026
Q1 		$18K Sell
277
-14
-5% -$849 ﹤0.01% 1750
2025
Q4 		$15.3K Sell
291
-19
-6% -$1K ﹤0.01% 1877
2025
Q3 		$15.5K Buy
310
+44
+17% +$2.29K ﹤0.01% 1864
2025
Q2 		$14K Buy
266
+166
+166% +$9.16K ﹤0.01% 1858
2025
Q1 		$5K Buy
+100
New +$5.66K ﹤0.01% 1880
2024
Q4 		– Sell
-100
Closed -$5K – 1981
2024
Q3 		$5K Hold
100
– – ﹤0.01% 1898
2024
Q2 		$5K Buy
+100
New +$5.45K ﹤0.01% 1862
2023
Q4 		– Sell
-50
Closed -$2K – 2221
2023
Q3 		$2K Buy
+50
New +$2.27K ﹤0.01% 2032

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

NBC Securities's SUN Position: Q2 2026 in Review

NBC Securities reduced its Sunoco (SUN) stake by 10% in Q2 2026, selling an estimated $1.93K and leaving 248 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

NBC Securities first reported a position in SUN in Q3 2023 and has held it in 9 quarters since. The position peaked at $18K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • NBC Securities held 248 shares of Sunoco worth $16.7K as of Q2 2026.
  • NBC Securities sold 29 Sunoco shares in Q2 2026, an estimated $1.93K.
  • Sunoco made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1699 holding.
  • NBC Securities first reported a position in Sunoco in Q3 2023 and has held it in 9 quarters since.
  • NBC Securities's Sunoco position peaked at $18K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.