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Oppenheimer Asset Management’s Sunoco SUN Stock Holding History

Oppenheimer Asset Management’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 		$614K Buy
9,099
+1,263
+16% +$83.9K 0.01% 839
2026
Q1 		$509K Buy
7,836
+1,410
+22% +$85.5K 0.01% 866
2025
Q4 		$337K Sell
6,426
-6
-0.1% -$317 ﹤0.01% 894
2025
Q3 		$322K Sell
6,432
-47
-0.7% -$2.44K ﹤0.01% 996
2025
Q2 		$347K Sell
6,479
-405
-6% -$22.4K ﹤0.01% 953
2025
Q1 		$400K Buy
6,884
+2,353
+52% +$133K 0.01% 907
2024
Q4 		$233K Sell
4,531
-51
-1% -$2.69K ﹤0.01% 1045
2024
Q3 		$246K Sell
4,582
-35
-0.8% -$1.9K ﹤0.01% 1043
2024
Q2 		$261K Buy
4,617
+1,176
+34% +$64.1K ﹤0.01% 1019
2024
Q1 		$207K Sell
3,441
-916
-21% -$55.4K ﹤0.01% 1033
2023
Q4 		$261K Buy
+4,357
New +$232K ﹤0.01% 1029

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

Oppenheimer Asset Management's SUN Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Sunoco (SUN) stake by 16% in Q2 2026, buying an estimated $83.9K and bringing the position to 9,099 shares worth $614K. The position accounts for 0.01% of the portfolio, ranked #839.

Oppenheimer Asset Management first reported a position in SUN in Q4 2023 and has held it in 11 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Oppenheimer Asset Management held 9,099 shares of Sunoco worth $614K as of Q2 2026.
  • Oppenheimer Asset Management bought 1,263 Sunoco shares in Q2 2026, an estimated $83.9K.
  • Sunoco made up 0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #839 holding.
  • Oppenheimer Asset Management first reported a position in Sunoco in Q4 2023 and has held it in 11 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.