WA
SUN icon

Waverly Advisors’s Sunoco SUN Stock Holding History

Waverly Advisors’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 		$9.01M Buy
133,448
+1,390
+1% +$92.4K 0.05% 314
2026
Q1 		$8.58M Buy
132,058
+6,607
+5% +$401K 0.06% 289
2025
Q4 		$6.57M Buy
125,451
+49,796
+66% +$2.63M 0.05% 318
2025
Q3 		$3.78M Sell
75,655
-2,046
-3% -$106K 0.04% 374
2025
Q2 		$4.16M Buy
77,701
+3,123
+4% +$172K 0.05% 336
2025
Q1 		$4.33M Buy
+74,578
New +$4.22M 0.05% 322

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waverly Advisors's SUN Position: Q2 2026 in Review

Waverly Advisors increased its Sunoco (SUN) stake by 1.1% in Q2 2026, buying an estimated $92.4K and bringing the position to 133,448 shares worth $9.01M. The position accounts for 0.05% of the portfolio, ranked #314.

Waverly Advisors first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Waverly Advisors held 133,448 shares of Sunoco worth $9.01M as of Q2 2026.
  • Waverly Advisors bought 1,390 Sunoco shares in Q2 2026, an estimated $92.4K.
  • Sunoco made up 0.05% of Waverly Advisors's portfolio in Q2 2026, its #314 holding.
  • Waverly Advisors first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.