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SUN icon

NewEdge Advisors’s Sunoco SUN Stock Holding History

NewEdge 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 		$2.11M Buy
31,305
+20,319
+185% +$1.35M 0.01% 1185
2026
Q1 		$714K Buy
10,986
+3,358
+44% +$204K ﹤0.01% 1716
2025
Q4 		$400K Buy
7,628
+548
+8% +$29K ﹤0.01% 2124
2025
Q3 		$354K Sell
7,080
-8
-0.1% -$416 ﹤0.01% 2056
2025
Q2 		$380K Buy
7,088
+4,915
+226% +$271K ﹤0.01% 1867
2025
Q1 		$126K Buy
2,173
+3
+0.1% +$170 ﹤0.01% 2219
2024
Q4 		$112K Buy
2,170
+3
+0.1% +$159 ﹤0.01% 2245
2024
Q3 		$116K Sell
2,167
-4,858
-69% -$264K ﹤0.01% 2147
2024
Q2 		$397K Buy
7,025
+490
+7% +$26.7K ﹤0.01% 1547
2024
Q1 		$394K Buy
6,535
+63
+1% +$3.81K ﹤0.01% 1486
2023
Q4 		$388K Buy
6,472
+71
+1% +$3.78K ﹤0.01% 1426
2023
Q3 		$313K Buy
6,401
+67
+1% +$3.04K ﹤0.01% 1408
2023
Q2 		$276K Buy
6,334
+83
+1% +$3.67K ﹤0.01% 1488
2023
Q1 		$276K Sell
6,251
-3,033
-33% -$137K ﹤0.01% 1405
2022
Q4 		$400K Buy
9,284
+2,210
+31% +$93.3K 0.01% 878
2022
Q3 		$276K Buy
7,074
+168
+2% +$6.61K ﹤0.01% 1246
2022
Q2 		$257K Buy
+6,906
New +$281K ﹤0.01% 1277
2022
Q1 		– Sell
-6,937
Closed -$283K – 1589
2021
Q4 		$283K Buy
+6,937
New +$275K ﹤0.01% 1356
2020
Q1 		– Sell
-17,000
Closed -$520K – 894
2019
Q4 		$520K Hold
17,000
– – 0.02% 514
2019
Q3 		$535K Hold
17,000
– – 0.02% 473
2019
Q2 		$532K Buy
17,000
+3,000
+21% +$92.1K 0.03% 385
2019
Q1 		$436K Hold
14,000
– – 0.03% 431
2018
Q4 		$381 Buy
+14,000
New +$391K 0.02% 429

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

NewEdge Advisors's SUN Position: Q2 2026 in Review

NewEdge Advisors increased its Sunoco (SUN) stake by 185% in Q2 2026, buying an estimated $1.35M and bringing the position to 31,305 shares worth $2.11M. The position accounts for 0.01% of the portfolio, ranked #1185.

NewEdge Advisors first reported a position in SUN in Q4 2018 and has held it in 23 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • NewEdge Advisors held 31,305 shares of Sunoco worth $2.11M as of Q2 2026.
  • NewEdge Advisors bought 20,319 Sunoco shares in Q2 2026, an estimated $1.35M.
  • Sunoco made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1185 holding.
  • NewEdge Advisors first reported a position in Sunoco in Q4 2018 and has held it in 23 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.