Stephens Inc’s Sunoco SUN Stock Holding History

Stephens Inc’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	$204K	Buy	+3,022	New	+$201K	﹤0.01%	1236
2025 Q3	–	Sell	-6,569	Closed	-$352K	–	1367
2025 Q2	$352K	Sell	6,569 -1,047	-14%	-$57.8K	﹤0.01%	956
2025 Q1	$442K	Buy	+7,616	New	+$431K	0.01%	863
2014 Q4	–	Sell	-12,020	Closed	-$661K	–	841
2014 Q3	$661K	Buy	12,020 +20	+0.2%	+$1.06K	0.03%	429
2014 Q2	$563K	Sell	12,000 -500	-4%	-$21.3K	0.03%	472
2014 Q1	$439K	Sell	12,500 -159	-1%	-$5.54K	0.02%	500
2013 Q4	$419K	Buy	+12,659	New	+$408K	0.02%	558

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

Stephens Inc's SUN Position: Q2 2026 in Review

Stephens Inc opened a new position in Sunoco (SUN) in Q2 2026: 3,022 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1236 among its holdings. This is a return to the name: Stephens Inc previously reported a position in SUN as recently as Q2 2025.

Stephens Inc first reported a position in SUN in Q4 2013 and has held it in 7 quarters since. The position peaked at $661K in Q3 2014. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Stephens Inc held 3,022 shares of Sunoco worth $204K as of Q2 2026.
Sunoco was a new Stephens Inc position in Q2 2026.
Sunoco made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1236 holding.
Stephens Inc first reported a position in Sunoco in Q4 2013 and has held it in 7 quarters since.
Stephens Inc's Sunoco position peaked at $661K in Q3 2014.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.