Virtus ETF Advisers’s Sunoco SUN Stock Holding History

Virtus ETF Advisers’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	–	Sell	-4,380	Closed	-$285K	–	567
2026 Q1	$285K	Hold	4,380	–	–	0.13%	177
2025 Q4	$230K	Hold	4,380	–	–	0.11%	211
2025 Q3	$219K	Hold	4,380	–	–	0.12%	203
2025 Q2	$235K	Hold	4,380	–	–	0.14%	180
2025 Q1	$254K	Buy	+4,380	New	+$248K	0.17%	175

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

Virtus ETF Advisers's SUN Position: Q2 2026 in Review

Virtus ETF Advisers sold out of Sunoco (SUN) in Q2 2026, closing a stake of 4,380 shares — an estimated $285K sold.

Virtus ETF Advisers first reported a position in SUN in Q1 2025 and held it in 5 quarters. The position peaked at $285K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Virtus ETF Advisers reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
Virtus ETF Advisers sold 4,380 Sunoco shares in Q2 2026, an estimated $285K.
Virtus ETF Advisers first reported a position in Sunoco in Q1 2025 and held it in 5 quarters.
Virtus ETF Advisers's Sunoco position peaked at $285K in Q1 2026.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.