RIA
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Regal Investment Advisors’s Sunoco SUN Stock Holding History

Regal Investment 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 		$311K Sell
4,611
-260
-5% -$17.3K 0.02% 556
2026
Q1 		$316K Buy
+4,871
New +$295K 0.02% 518

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

Regal Investment Advisors's SUN Position: Q2 2026 in Review

Regal Investment Advisors reduced its Sunoco (SUN) stake by 5.3% in Q2 2026, selling an estimated $17.3K and leaving 4,611 shares worth $311K. The position accounts for 0.02% of the portfolio, ranked #556.

Regal Investment Advisors first reported a position in SUN in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Regal Investment Advisors held 4,611 shares of Sunoco worth $311K as of Q2 2026.
  • Regal Investment Advisors sold 260 Sunoco shares in Q2 2026, an estimated $17.3K.
  • Sunoco made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #556 holding.
  • Regal Investment Advisors first reported a position in Sunoco in Q1 2026 and has held it in 2 quarters since.
  • Regal Investment Advisors's Sunoco position peaked at $316K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.