VEA
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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Virtus ETF Advisers's SUN Position: Q1 2026 in Review

Virtus ETF Advisers held its Sunoco (SUN) position steady in Q1 2026 at 4,380 shares worth $285K. The position accounts for 0.13% of the portfolio, ranked #177.

Virtus ETF Advisers first reported a position in SUN in Q1 2025 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Virtus ETF Advisers held 4,380 shares of Sunoco worth $285K as of Q1 2026.
  • Virtus ETF Advisers left its Sunoco share count unchanged in Q1 2026.
  • Sunoco made up 0.13% of Virtus ETF Advisers's portfolio in Q1 2026, its #177 holding.
  • Virtus ETF Advisers first reported a position in Sunoco in Q1 2025 and has held it in 5 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Virtus ETF Advisers's 13F filing for Q1 2026, filed 14 May 2026.