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 $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

UBS Group's SUN Position: Q1 2026 in Review

UBS Group reduced its Sunoco (SUN) stake by 0.74% in Q1 2026, selling an estimated $434K and leaving 959,732 shares worth $62.4M. The position accounts for 0.01% of the portfolio, ranked #1424.

UBS Group first reported a position in SUN in Q4 2014 and has held it in 46 quarters since. The position peaked at $64.1M in Q4 2014. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

UBS Group held 959,732 shares of Sunoco worth $62.4M as of Q1 2026.
UBS Group sold 7,150 Sunoco shares in Q1 2026, an estimated $434K.
Sunoco made up 0.01% of UBS Group's portfolio in Q1 2026, its #1424 holding.
UBS Group first reported a position in Sunoco in Q4 2014 and has held it in 46 quarters since.
UBS Group's Sunoco position peaked at $64.1M in Q4 2014.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.