&Partners’s Sunoco SUN Stock Holding History

&Partners’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	$514K	Sell	7,616 -1,981	-21%	-$132K	﹤0.01%	1814
2026 Q1	$624K	Buy	9,597 +1,407	+17%	+$85.4K	﹤0.01%	1573
2025 Q4	$429K	Buy	8,190 +1,493	+22%	+$78.9K	﹤0.01%	1713
2025 Q3	$335K	Buy	6,697 +2,032	+44%	+$106K	﹤0.01%	1685
2025 Q2	$250K	Buy	4,665 +225	+5%	+$12.4K	﹤0.01%	1714
2025 Q1	$263K	Buy	+4,440	New	+$251K	﹤0.01%	1479

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

&Partners's SUN Position: Q2 2026 in Review

&Partners reduced its Sunoco (SUN) stake by 21% in Q2 2026, selling an estimated $132K and leaving 7,616 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

&Partners first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. The position peaked at $624K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

&Partners held 7,616 shares of Sunoco worth $514K as of Q2 2026.
&Partners sold 1,981 Sunoco shares in Q2 2026, an estimated $132K.
Sunoco made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1814 holding.
&Partners first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
&Partners's Sunoco position peaked at $624K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.