Sittner & Nelson’s Sunoco SUN Stock Holding History

Sittner & Nelson’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	$405K	Hold	6,000	–	–	0.13%	122
2026 Q1	$390K	Hold	6,000	–	–	0.14%	111
2025 Q4	$346K	Buy	6,000 +1,000	+20%	+$52.8K	0.12%	117
2025 Q3	$250K	Hold	5,000	–	–	0.09%	124
2025 Q2	$268K	Hold	5,000	–	–	0.11%	123
2025 Q1	$290K	Buy	+5,000	New	+$283K	0.12%	113
2024 Q4	–	Sell	-4,000	Closed	-$215K	–	504
2024 Q3	$215K	Buy	+4,000	New	+$217K	0.1%	127

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

Sittner & Nelson's SUN Position: Q2 2026 in Review

Sittner & Nelson held its Sunoco (SUN) position steady in Q2 2026 at 6,000 shares worth $405K. The position accounts for 0.13% of the portfolio, ranked #122.

Sittner & Nelson first reported a position in SUN in Q3 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Sittner & Nelson held 6,000 shares of Sunoco worth $405K as of Q2 2026.
Sittner & Nelson left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.13% of Sittner & Nelson's portfolio in Q2 2026, its #122 holding.
Sittner & Nelson first reported a position in Sunoco in Q3 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.