Truist Financial
SUN icon

Truist Financial’s Sunoco SUN Stock Holding History

Truist Financial’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 		$1.93M Buy
28,628
+127
+0.4% +$8.44K ﹤0.01% 1408
2026
Q1 		$1.85M Buy
28,501
+4,878
+21% +$296K ﹤0.01% 1378
2025
Q4 		$1.24M Buy
23,623
+412
+2% +$21.8K ﹤0.01% 1552
2025
Q3 		$1.16M Buy
+23,211
New +$1.21M ﹤0.01% 1599
2025
Q2 		– Sell
-4,120
Closed -$239K – 2685
2025
Q1 		$239K Sell
4,120
-972
-19% -$55K ﹤0.01% 2266
2024
Q4 		$262K Sell
5,092
-235
-4% -$12.4K ﹤0.01% 2230
2024
Q3 		$286K Sell
5,327
-505
-9% -$27.4K ﹤0.01% 2159
2024
Q2 		$330K Sell
5,832
-1,580
-21% -$86.2K ﹤0.01% 2246
2024
Q1 		$447K Buy
7,412
+2,055
+38% +$124K ﹤0.01% 2042
2023
Q4 		$321K Sell
5,357
-2,593
-33% -$138K ﹤0.01% 2269
2023
Q3 		$389K Buy
7,950
+2,635
+50% +$120K ﹤0.01% 2059
2023
Q2 		$232K Buy
5,315
+753
+17% +$33.3K ﹤0.01% 2378
2023
Q1 		$200K Sell
4,562
-1,400
-23% -$63.1K ﹤0.01% 2431
2022
Q4 		$257K Buy
5,962
+541
+10% +$22.8K ﹤0.01% 2299
2022
Q3 		$211K Sell
5,421
-2,173
-29% -$85.5K ﹤0.01% 2281
2022
Q2 		$283K Buy
7,594
+1,624
+27% +$66.1K ﹤0.01% 2258
2022
Q1 		$243K Buy
5,970
+814
+16% +$34.6K ﹤0.01% 2438
2021
Q4 		$210K Buy
+5,156
New +$204K ﹤0.01% 2567
2020
Q3 		– Sell
-11,694
Closed -$267K – 2556
2020
Q2 		$267K Sell
11,694
-3,176
-21% -$73.8K ﹤0.01% 2031
2020
Q1 		$232K Sell
14,870
-4,365
-23% -$117K ﹤0.01% 2027
2019
Q4 		$589K Buy
+19,235
New +$606K ﹤0.01% 1746

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

Truist Financial's SUN Position: Q2 2026 in Review

Truist Financial increased its Sunoco (SUN) stake by 0.45% in Q2 2026, buying an estimated $8.44K and bringing the position to 28,628 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Truist Financial first reported a position in SUN in Q4 2019 and has held it in 21 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Truist Financial held 28,628 shares of Sunoco worth $1.93M as of Q2 2026.
  • Truist Financial bought 127 Sunoco shares in Q2 2026, an estimated $8.44K.
  • Sunoco made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #1408 holding.
  • Truist Financial first reported a position in Sunoco in Q4 2019 and has held it in 21 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.