Tidal Investments’s Sunoco SUN Stock Holding History

Tidal Investments’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	$243K	Buy	+3,606	New	+$240K	﹤0.01%	2392
2025 Q2	–	Sell	-5,161	Closed	-$300K	–	2060
2025 Q1	$300K	Sell	5,161 -1,987	-28%	-$112K	﹤0.01%	1549
2024 Q4	$368K	Sell	7,148 -449	-6%	-$23.7K	﹤0.01%	1518
2024 Q3	$408K	Buy	7,597 +1,105	+17%	+$59.9K	﹤0.01%	1470
2024 Q2	$367K	Buy	+6,492	New	+$354K	﹤0.01%	1440

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

Tidal Investments's SUN Position: Q2 2026 in Review

Tidal Investments opened a new position in Sunoco (SUN) in Q2 2026: 3,606 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #2392 among its holdings. This is a return to the name: Tidal Investments previously reported a position in SUN as recently as Q1 2025.

Tidal Investments first reported a position in SUN in Q2 2024 and has held it in 5 quarters since. The position peaked at $408K in Q3 2024. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Tidal Investments held 3,606 shares of Sunoco worth $243K as of Q2 2026.
Sunoco was a new Tidal Investments position in Q2 2026.
Sunoco made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2392 holding.
Tidal Investments first reported a position in Sunoco in Q2 2024 and has held it in 5 quarters since.
Tidal Investments's Sunoco position peaked at $408K in Q3 2024.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.