WA
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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
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 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

Waverly Advisors's SUN Position: Q1 2026 in Review

Waverly Advisors increased its Sunoco (SUN) stake by 5.3% in Q1 2026, buying an estimated $401K and bringing the position to 132,058 shares worth $8.58M. The position accounts for 0.06% of the portfolio, ranked #289.

Waverly Advisors 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.

  • Waverly Advisors held 132,058 shares of Sunoco worth $8.58M as of Q1 2026.
  • Waverly Advisors bought 6,607 Sunoco shares in Q1 2026, an estimated $401K.
  • Sunoco made up 0.06% of Waverly Advisors's portfolio in Q1 2026, its #289 holding.
  • Waverly Advisors 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 Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.