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 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 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

Oppenheimer & Co's SUN Position: Q2 2026 in Review

Oppenheimer & Co increased its Sunoco (SUN) stake by 3.1% in Q2 2026, buying an estimated $15K and bringing the position to 7,571 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #1248.

Oppenheimer & Co first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Oppenheimer & Co held 7,571 shares of Sunoco worth $511K as of Q2 2026.
Oppenheimer & Co bought 225 Sunoco shares in Q2 2026, an estimated $15K.
Sunoco made up 0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1248 holding.
Oppenheimer & Co first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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