Strategic Advocates’s Sunoco SUN Stock Holding History

Strategic Advocates’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	$3.78K	Hold	56	–	–	0.01%	189
2026 Q1	$3.64K	Sell	56 -4,120	-99%	-$250K	0.02%	197
2025 Q4	$219K	Sell	4,176 -1,492	-26%	-$78.8K	0.06%	109
2025 Q3	$283K	Sell	5,668 -309	-5%	-$16.1K	0.07%	106
2025 Q2	$320K	Sell	5,977 -659	-10%	-$36.4K	0.1%	94
2025 Q1	$385K	Sell	6,636 -774	-10%	-$43.8K	0.13%	83
2024 Q4	$381K	Buy	+7,410	New	+$392K	0.13%	75

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

Strategic Advocates's SUN Position: Q2 2026 in Review

Strategic Advocates held its Sunoco (SUN) position steady in Q2 2026 at 56 shares worth $3.78K. The position accounts for 0.01% of the portfolio, ranked #189.

Strategic Advocates first reported a position in SUN in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Strategic Advocates held 56 shares of Sunoco worth $3.78K as of Q2 2026.
Strategic Advocates left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.01% of Strategic Advocates's portfolio in Q2 2026, its #189 holding.
Strategic Advocates first reported a position in Sunoco in Q4 2024 and has held it in 7 quarters since.
Strategic Advocates's Sunoco position peaked at $385K in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Strategic Advocates's 13F filing for Q2 2026, filed 13 Aug 2026.