United Advisor Group’s Sunoco SUN Stock Holding History

United Advisor 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
2026 Q2	$521K	Sell	7,723 -370	-5%	-$24.6K	0.06%	308
2026 Q1	$526K	Hold	8,093	–	–	0.06%	276
2025 Q4	$424K	Hold	8,093	–	–	0.05%	309
2025 Q3	$405K	Hold	8,093	–	–	0.05%	303
2025 Q2	$434K	Buy	8,093 +614	+8%	+$33.9K	0.08%	247
2025 Q1	$434K	Buy	7,479 +351	+5%	+$19.9K	0.09%	209
2024 Q4	$367K	Sell	7,128 -1,436	-17%	-$75.9K	0.07%	253
2024 Q3	$460K	Hold	8,564	–	–	0.1%	204
2024 Q2	$484K	Sell	8,564 -67	-0.8%	-$3.65K	0.15%	132
2024 Q1	$520K	Buy	+8,631	New	+$522K	0.2%	111

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

United Advisor Group's SUN Position: Q2 2026 in Review

United Advisor Group reduced its Sunoco (SUN) stake by 4.6% in Q2 2026, selling an estimated $24.6K and leaving 7,723 shares worth $521K. The position accounts for 0.06% of the portfolio, ranked #308.

United Advisor Group first reported a position in SUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $526K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

United Advisor Group held 7,723 shares of Sunoco worth $521K as of Q2 2026.
United Advisor Group sold 370 Sunoco shares in Q2 2026, an estimated $24.6K.
Sunoco made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #308 holding.
United Advisor Group first reported a position in Sunoco in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Sunoco position peaked at $526K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.