Sovereign Investment Advisors’s Sunoco SUN Stock Holding History

Sovereign 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	$2.94M	Hold	43,522	–	–	0.55%	32
2026 Q1	$2.83M	Buy	43,522 +2,122	+5%	+$129K	0.6%	32
2025 Q4	$2.17M	Sell	41,400 -2,122	-5%	-$112K	0.54%	30
2025 Q3	$2.18M	Hold	43,522	–	–	0.59%	27
2025 Q2	$2.33M	Buy	+43,522	New	+$2.4M	0.64%	27
2025 Q1	–	Sell	-43,522	Closed	-$2.24M	–	82
2024 Q4	$2.24M	Hold	43,522	–	–	0.67%	28
2024 Q3	$2.34M	Buy	+43,522	New	+$2.36M	0.77%	27

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

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

Sovereign Investment Advisors held its Sunoco (SUN) position steady in Q2 2026 at 43,522 shares worth $2.94M. The position accounts for 0.55% of the portfolio, ranked #32.

Sovereign Investment Advisors first reported a position in SUN in Q3 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Sovereign Investment Advisors held 43,522 shares of Sunoco worth $2.94M as of Q2 2026.
Sovereign Investment Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.55% of Sovereign Investment Advisors's portfolio in Q2 2026, its #32 holding.
Sovereign Investment Advisors first reported a position in Sunoco in Q3 2024 and has held it in 7 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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