SPS
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Susquehanna Portfolio Strategies’s Sunoco SUN Stock Holding History

Susquehanna Portfolio Strategies’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 		$6.18M Buy
91,587
+2,961
+3% +$197K 0.1% 240
2026
Q1 		$5.76M Sell
88,626
-11,738
-12% -$712K 0.09% 278
2025
Q4 		$5.26M Buy
+100,364
New +$5.3M 0.08% 297
2024
Q4 		– Sell
-32,409
Closed -$1.74M – 294
2024
Q3 		$1.74M Sell
32,409
-500
-2% -$27.1K 0.12% 149
2024
Q2 		$1.86M Sell
32,909
-20,494
-38% -$1.12M 0.08% 219
2024
Q1 		$3.22M Sell
53,403
-24,440
-31% -$1.48M 0.07% 266
2023
Q4 		$4.67M Buy
+77,843
New +$4.14M 0.08% 297

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

Susquehanna Portfolio Strategies's SUN Position: Q2 2026 in Review

Susquehanna Portfolio Strategies increased its Sunoco (SUN) stake by 3.3% in Q2 2026, buying an estimated $197K and bringing the position to 91,587 shares worth $6.18M. The position accounts for 0.1% of the portfolio, ranked #240.

Susquehanna Portfolio Strategies first reported a position in SUN in Q4 2023 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Susquehanna Portfolio Strategies held 91,587 shares of Sunoco worth $6.18M as of Q2 2026.
  • Susquehanna Portfolio Strategies bought 2,961 Sunoco shares in Q2 2026, an estimated $197K.
  • Sunoco made up 0.1% of Susquehanna Portfolio Strategies's portfolio in Q2 2026, its #240 holding.
  • Susquehanna Portfolio Strategies first reported a position in Sunoco in Q4 2023 and has held it in 7 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q2 2026, filed 14 Aug 2026.