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Steward Partners Investment Advisory’s Sunoco SUN Stock Holding History

Steward Partners Investment Advisory’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 		$198K Buy
2,929
+222
+8% +$14.8K ﹤0.01% 2244
2026
Q1 		$176K Sell
2,707
-6
-0.2% -$364 ﹤0.01% 2084
2025
Q4 		$142K Buy
2,713
+1,655
+156% +$87.5K ﹤0.01% 2101
2025
Q3 		$52.9K Hold
1,058
– – ﹤0.01% 2581
2025
Q2 		$56.7K Hold
1,058
– – ﹤0.01% 2409
2025
Q1 		$61.4K Sell
1,058
-187
-15% -$10.6K ﹤0.01% 2272
2024
Q4 		$64K Buy
1,245
+182
+17% +$9.62K ﹤0.01% 2206
2024
Q3 		$57.1K Buy
1,063
+59
+6% +$3.2K ﹤0.01% 2164
2024
Q2 		$56.8K Buy
1,004
+876
+684% +$47.8K ﹤0.01% 2047
2024
Q1 		$7.72K Sell
128
-172
-57% -$10.4K ﹤0.01% 2905
2023
Q4 		$18K Sell
300
-304
-50% -$16.2K ﹤0.01% 2453
2023
Q3 		$29.6K Buy
604
+4
+0.7% +$182 ﹤0.01% 2140
2023
Q2 		$26.1K Hold
600
– – ﹤0.01% 2163
2023
Q1 		$26.3K Buy
+600
New +$27K ﹤0.01% 2135
2022
Q3 		– Sell
-137
Closed -$5K – 3375
2022
Q2 		$5K Hold
137
– – ﹤0.01% 2783
2022
Q1 		$6K Buy
+137
New +$5.83K ﹤0.01% 2850
2021
Q1 		– Sell
-5
Closed – – 3493
2020
Q4 		$0 Buy
+5
New +$136 ﹤0.01% 2985
2020
Q1 		– Sell
-1,000
Closed -$30K – 2692
2019
Q4 		$30K Sell
1,000
-325
-25% -$10.2K ﹤0.01% 1626
2019
Q3 		$41K Hold
1,325
– – ﹤0.01% 1437
2019
Q2 		$41K Buy
+1,325
New +$40.7K ﹤0.01% 1417
2018
Q4 		– Sell
-1,325
Closed -$39K – 1987
2018
Q3 		$39K Sell
1,325
-300
-18% -$8.08K ﹤0.01% 1297
2018
Q2 		$41K Hold
1,625
– – ﹤0.01% 1182
2018
Q1 		$41K Buy
+1,625
New +$47.9K ﹤0.01% 1068

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

Steward Partners Investment Advisory's SUN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Sunoco (SUN) stake by 8.2% in Q2 2026, buying an estimated $14.8K and bringing the position to 2,929 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Steward Partners Investment Advisory first reported a position in SUN in Q1 2018 and has held it in 23 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Steward Partners Investment Advisory held 2,929 shares of Sunoco worth $198K as of Q2 2026.
  • Steward Partners Investment Advisory bought 222 Sunoco shares in Q2 2026, an estimated $14.8K.
  • Sunoco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2244 holding.
  • Steward Partners Investment Advisory first reported a position in Sunoco in Q1 2018 and has held it in 23 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.