UBS Group
SUN icon

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
2024
Q2 		– Sell
-50,000
Closed -$3.01M – 10068
2024
Q1 		$3.01M Buy
+50,000
New +$3.02M ﹤0.01% 3519
2015
Q1 		– Sell
-299,700
Closed -$14.9M – 9349
2014
Q4 		$14.9M Buy
+299,700
New +$14M 0.01% 1199

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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.