UHLMANN PRICE SECURITIES’s Sunoco SUN Stock Holding History

UHLMANN PRICE SECURITIES’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	$527K	Sell	7,810 -55	-0.7%	-$3.65K	0.02%	138
2026 Q1	$511K	Sell	7,865 -155	-2%	-$9.4K	0.03%	126
2025 Q4	$420K	Sell	8,020 -1,016	-11%	-$53.7K	0.25%	100
2025 Q3	$452K	Buy	9,036 +250	+3%	+$13K	0.28%	91
2025 Q2	$471K	Sell	8,786 -1,002	-10%	-$55.3K	0.34%	74
2025 Q1	$568K	Buy	9,788 +4	+0%	+$226	0.42%	58
2024 Q4	$503K	Sell	9,784 -289	-3%	-$15.3K	0.38%	68
2024 Q3	$541K	Buy	+10,073	New	+$546K	0.43%	61

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

UHLMANN PRICE SECURITIES's SUN Position: Q2 2026 in Review

UHLMANN PRICE SECURITIES reduced its Sunoco (SUN) stake by 0.7% in Q2 2026, selling an estimated $3.65K and leaving 7,810 shares worth $527K. The position accounts for 0.02% of the portfolio, ranked #138.

UHLMANN PRICE SECURITIES first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $568K in Q1 2025. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

UHLMANN PRICE SECURITIES held 7,810 shares of Sunoco worth $527K as of Q2 2026.
UHLMANN PRICE SECURITIES sold 55 Sunoco shares in Q2 2026, an estimated $3.65K.
Sunoco made up 0.02% of UHLMANN PRICE SECURITIES's portfolio in Q2 2026, its #138 holding.
UHLMANN PRICE SECURITIES first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
UHLMANN PRICE SECURITIES's Sunoco position peaked at $568K in Q1 2025.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on UHLMANN PRICE SECURITIES's 13F filing for Q2 2026, filed 24 Jul 2026.