UBS Group’s Sunoco SUN Stock Holding History

UBS Group’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
2025 Q1	–	Sell	-57,400	Closed	-$2.95M	–	10709
2024 Q4	$2.95M	Buy	+57,400	New	+$3.03M	﹤0.01%	4340
2024 Q2	–	Sell	-50,000	Closed	-$3.01M	–	10067
2024 Q1	$3.01M	Buy	+50,000	New	+$3.02M	﹤0.01%	3518
2021 Q4	–	Sell	-31,500	Closed	-$1.18M	–	10687
2021 Q3	$1.18M	Buy	+31,500	New	+$1.17M	﹤0.01%	4051
2016 Q1	–	Sell	-60,000	Closed	-$2.38M	–	8146
2015 Q4	$2.38M	Buy	60,000 +46,700	+351%	+$1.68M	﹤0.01%	2639
2015 Q3	$450K	Buy	+13,300	New	+$509K	﹤0.01%	3992

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

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

UBS Group's SUN Position: Q2 2026 in Review

UBS Group increased its Sunoco (SUN) stake by 10% in Q2 2026, buying an estimated $6.63M and bringing the position to 1,059,451 shares worth $71.5M. The position accounts for 0.01% of the portfolio, ranked #1401.

UBS Group first reported a position in SUN in Q4 2014 and has held it in 47 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

UBS Group held 1,059,451 shares of Sunoco worth $71.5M as of Q2 2026.
UBS Group bought 99,719 Sunoco shares in Q2 2026, an estimated $6.63M.
Sunoco made up 0.01% of UBS Group's portfolio in Q2 2026, its #1401 holding.
UBS Group first reported a position in Sunoco in Q4 2014 and has held it in 47 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.