SA
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Sanctuary Advisors’s Sunoco SUN Stock Holding History

Sanctuary 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 		$10.5M Buy
155,101
+388
+0.3% +$25.8K 0.05% 394
2026
Q1 		$10.1M Buy
154,713
+25,403
+20% +$1.54M 0.05% 370
2025
Q4 		$6.78M Sell
129,310
-3,084
-2% -$163K 0.04% 468
2025
Q3 		$6.62M Buy
132,394
+3,608
+3% +$188K 0.04% 447
2025
Q2 		$6.9M Buy
128,786
+19,738
+18% +$1.09M 0.04% 409
2025
Q1 		$6.33M Sell
109,048
-5,304
-5% -$300K 0.04% 412
2024
Q4 		$6.63M Buy
114,352
+17,975
+19% +$950K 0.04% 419
2024
Q3 		$5.24M Buy
96,377
+10,080
+12% +$547K 0.03% 487
2024
Q2 		$4.89M Buy
+86,297
New +$4.71M 0.04% 465

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

Sanctuary Advisors's SUN Position: Q2 2026 in Review

Sanctuary Advisors increased its Sunoco (SUN) stake by 0.25% in Q2 2026, buying an estimated $25.8K and bringing the position to 155,101 shares worth $10.5M. The position accounts for 0.05% of the portfolio, ranked #394.

Sanctuary Advisors first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Sanctuary Advisors held 155,101 shares of Sunoco worth $10.5M as of Q2 2026.
  • Sanctuary Advisors bought 388 Sunoco shares in Q2 2026, an estimated $25.8K.
  • Sunoco made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #394 holding.
  • Sanctuary Advisors first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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