Waverly Advisors’s SunocoCorp LLC SUNC Stock Holding History

Waverly Advisors’s Portfolio SUNC Stock Details SUNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.22M	Sell	91,872 -3,547	-4%	-$232K	0.04%	388
2026 Q1	$5.88M	Buy	95,419 +1,324	+1%	+$75.2K	0.04%	373
2025 Q4	$4.64M	Buy	+94,095	New	+$4.74M	0.04%	385

Other funds holding SUNC

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAM

BCV Asset Management Winnipeg $3.31B AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Waverly Advisors's SUNC Position: Q2 2026 in Review

Waverly Advisors reduced its SunocoCorp LLC (SUNC) stake by 3.7% in Q2 2026, selling an estimated $232K and leaving 91,872 shares worth $6.22M. The position accounts for 0.04% of the portfolio, ranked #388.

Waverly Advisors first reported a position in SUNC in Q4 2025 and has held it in 3 quarters since. 174 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

Waverly Advisors held 91,872 shares of SunocoCorp LLC worth $6.22M as of Q2 2026.
Waverly Advisors sold 3,547 SunocoCorp LLC shares in Q2 2026, an estimated $232K.
SunocoCorp LLC made up 0.04% of Waverly Advisors's portfolio in Q2 2026, its #388 holding.
Waverly Advisors first reported a position in SunocoCorp LLC in Q4 2025 and has held it in 3 quarters since.
174 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

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