Oppenheimer & Co
SUN icon

Oppenheimer & Co’s Sunoco SUN Stock Holding History

Oppenheimer & Co’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
Q3 		$1.01M Buy
13,910
+6,339
+84% +$472K 0.01% 909
2026
Q2 		$511K Buy
7,571
+225
+3% +$15K 0.01% 1248
2026
Q1 		$477K Sell
7,346
-50
-0.7% -$3.03K 0.01% 1206
2025
Q4 		$388K Sell
7,396
-70
-0.9% -$3.7K 0.01% 1171
2025
Q3 		$373K Buy
7,466
+101
+1% +$5.25K ﹤0.01% 1292
2025
Q2 		$395K Hold
7,365
– – 0.01% 1236
2025
Q1 		$428K Buy
7,365
+500
+7% +$28.3K 0.01% 1126
2024
Q4 		$353K Sell
6,865
-83
-1% -$4.39K 0.01% 1189
2024
Q3 		$373K Hold
6,948
– – 0.01% 1149
2024
Q2 		$393K Buy
+6,948
New +$379K 0.01% 1089

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bowen Hanes & Co
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
ING Group
ING Group Amsterdam, Netherlands $17.7B AUM 39.02% 1-Year Est. Return
Natixis
Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Oppenheimer & Co's SUN Position: Q3 2026 in Review

Oppenheimer & Co increased its Sunoco (SUN) stake by 84% in Q3 2026, buying an estimated $472K and bringing the position to 13,910 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #909.

Oppenheimer & Co first reported a position in SUN in Q2 2024 and has held it in 10 quarters since. 187 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Oppenheimer & Co held 13,910 shares of Sunoco worth $1.01M as of Q3 2026.
  • Oppenheimer & Co bought 6,339 Sunoco shares in Q3 2026, an estimated $472K.
  • Sunoco made up 0.01% of Oppenheimer & Co's portfolio in Q3 2026, its #909 holding.
  • Oppenheimer & Co first reported a position in Sunoco in Q2 2024 and has held it in 10 quarters since.
  • 187 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Oppenheimer & Co's 13F filing for Q3 2026, filed 26 Oct 2026.