PFG Investments’s Sunoco SUN Stock Holding History

PFG Investments’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	$402K	Buy	5,951 +237	+4%	+$15.8K	0.02%	784
2026 Q1	$371K	Buy	5,714 +13	+0.2%	+$789	0.02%	749
2025 Q4	$299K	Buy	5,701 +15	+0.3%	+$793	0.01%	807
2025 Q3	$284K	Buy	5,686 +15	+0.3%	+$780	0.01%	815
2025 Q2	$304K	Sell	5,671 -987	-15%	-$54.5K	0.02%	730
2025 Q1	$387K	Buy	6,658 +13	+0.2%	+$736	0.02%	599
2024 Q4	$342K	Buy	6,645 +38	+0.6%	+$2.01K	0.02%	645
2024 Q3	$355K	Buy	6,607 +13	+0.2%	+$705	0.02%	631
2024 Q2	$373K	Buy	6,594 +33	+0.5%	+$1.8K	0.03%	561
2024 Q1	$396K	Buy	6,561 +794	+14%	+$48K	0.02%	630
2023 Q4	$346K	Buy	5,767 +12	+0.2%	+$638	0.06%	320
2023 Q3	$282K	Buy	5,755 +14	+0.2%	+$636	0.05%	363
2023 Q2	$250K	Buy	+5,741	New	+$254K	0.04%	416

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

PFG Investments's SUN Position: Q2 2026 in Review

PFG Investments increased its Sunoco (SUN) stake by 4.1% in Q2 2026, buying an estimated $15.8K and bringing the position to 5,951 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #784.

PFG Investments first reported a position in SUN in Q2 2023 and has held it in 13 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

PFG Investments held 5,951 shares of Sunoco worth $402K as of Q2 2026.
PFG Investments bought 237 Sunoco shares in Q2 2026, an estimated $15.8K.
Sunoco made up 0.02% of PFG Investments's portfolio in Q2 2026, its #784 holding.
PFG Investments first reported a position in Sunoco in Q2 2023 and has held it in 13 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.