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PSI Advisors’s Sunoco SUN Stock Holding History

PSI Advisors’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 		$576K Sell
8,535
-266
-3% -$17.7K 0.13% 85
2026
Q1 		$572K Sell
8,801
-91
-1% -$5.52K 0.14% 82
2025
Q4 		$466K Sell
8,892
-139
-2% -$7.34K 0.12% 81
2025
Q3 		$452K Sell
9,031
-189
-2% -$9.83K 0.12% 84
2025
Q2 		$494K Buy
9,220
+10
+0.1% +$552 0.24% 56
2025
Q1 		$535K Buy
9,210
+9
+0.1% +$509 0.17% 68
2024
Q4 		$473K Sell
9,201
-365
-4% -$19.3K 0.14% 83
2024
Q3 		$513K Buy
9,566
+9
+0.1% +$488 0.15% 83
2024
Q2 		$540K Sell
9,557
-140
-1% -$7.63K 0.17% 79
2024
Q1 		$585K Buy
9,697
+8
+0.1% +$484 0.21% 71
2023
Q4 		$581K Sell
9,689
-860
-8% -$45.7K 0.22% 74
2023
Q3 		$516K Sell
10,549
-275
-3% -$12.5K 0.22% 76
2023
Q2 		$471K Buy
10,824
+10
+0.1% +$443 0.21% 75
2023
Q1 		$475K Buy
10,814
+548
+5% +$24.7K 0.23% 74
2022
Q4 		$442K Sell
10,266
-1,965
-16% -$82.9K 0.24% 72
2022
Q3 		$477K Sell
12,231
-975
-7% -$38.4K 0.25% 74
2022
Q2 		$492K Hold
13,206
– – 0.24% 79
2022
Q1 		$539K Sell
13,206
-400
-3% -$17K 0.22% 84
2021
Q4 		$556K Buy
13,606
+135
+1% +$5.35K 0.23% 87
2021
Q3 		$503K Buy
13,471
+453
+3% +$16.8K 0.23% 82
2021
Q2 		$490K Sell
13,018
-344
-3% -$12.2K 0.26% 73
2021
Q1 		$425K Buy
13,362
+250
+2% +$7.81K 0.25% 77
2020
Q4 		$377K Hold
13,112
– – 0.26% 84
2020
Q3 		$319K Sell
13,112
-1,500
-10% -$37.8K 0.24% 80
2020
Q2 		$333K Hold
14,612
– – 0.27% 76
2020
Q1 		$228K Hold
14,612
– – 0.21% 92
2019
Q4 		$447K Buy
+14,612
New +$460K 0.29% 73

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

PSI Advisors's SUN Position: Q2 2026 in Review

PSI Advisors reduced its Sunoco (SUN) stake by 3% in Q2 2026, selling an estimated $17.7K and leaving 8,535 shares worth $576K. The position accounts for 0.13% of the portfolio, ranked #85.

PSI Advisors first reported a position in SUN in Q4 2019 and has held it in 27 quarters since. The position peaked at $585K in Q1 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • PSI Advisors held 8,535 shares of Sunoco worth $576K as of Q2 2026.
  • PSI Advisors sold 266 Sunoco shares in Q2 2026, an estimated $17.7K.
  • Sunoco made up 0.13% of PSI Advisors's portfolio in Q2 2026, its #85 holding.
  • PSI Advisors first reported a position in Sunoco in Q4 2019 and has held it in 27 quarters since.
  • PSI Advisors's Sunoco position peaked at $585K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.