WS
SUN icon

Wedbush Securities’s Sunoco SUN Stock Holding History

Wedbush Securities’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 		$412K Buy
6,110
+166
+3% +$11K 0.01% 795
2026
Q1 		$386K Buy
5,944
+5
+0.1% +$303 0.01% 776
2025
Q4 		$311K Buy
5,939
+548
+10% +$29K 0.01% 871
2025
Q3 		$270K Sell
5,391
-4,092
-43% -$213K 0.01% 916
2025
Q2 		$508K Sell
9,483
-968
-9% -$53.4K 0.02% 620
2025
Q1 		$607K Sell
10,451
-1,223
-10% -$69.2K 0.02% 543
2024
Q4 		$600K Buy
11,674
+932
+9% +$49.3K 0.02% 546
2024
Q3 		$577K Buy
10,742
+189
+2% +$10.3K 0.02% 555
2024
Q2 		$597K Buy
10,553
+218
+2% +$11.9K 0.02% 564
2024
Q1 		$623K Hold
10,335
– – 0.02% 561
2023
Q4 		$619K Sell
10,335
-999
-9% -$53.1K 0.03% 486
2023
Q3 		$555K Buy
11,334
+1,132
+11% +$51.4K 0.03% 487
2023
Q2 		$444K Buy
10,202
+207
+2% +$9.16K 0.02% 586
2023
Q1 		$439K Buy
9,995
+6
+0.1% +$270 0.02% 583
2022
Q4 		$431K Buy
9,989
+857
+9% +$36.2K 0.02% 573
2022
Q3 		$356K Buy
9,132
+6
+0.1% +$236 0.02% 649
2022
Q2 		$340K Buy
9,126
+7
+0.1% +$285 0.02% 690
2022
Q1 		$372K Buy
9,119
+3,507
+62% +$149K 0.02% 708
2021
Q4 		$229K Sell
5,612
-1,132
-17% -$44.9K 0.01% 997
2021
Q3 		$252K Buy
6,744
+1,092
+19% +$40.5K 0.01% 954
2021
Q2 		$213K Buy
+5,652
New +$201K 0.01% 1032
2017
Q2 		– Sell
-11,415
Closed -$276K – 870
2017
Q1 		$276K Sell
11,415
-7,585
-40% -$201K 0.04% 563
2016
Q4 		$511K Buy
+19,000
New +$495K 0.08% 328
2016
Q3 		– Sell
-10,000
Closed -$300K – 858
2016
Q2 		$300K Sell
10,000
-500
-5% -$16.4K 0.05% 457
2016
Q1 		$348K Buy
+10,500
New +$335K 0.06% 371

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

Wedbush Securities's SUN Position: Q2 2026 in Review

Wedbush Securities increased its Sunoco (SUN) stake by 2.8% in Q2 2026, buying an estimated $11K and bringing the position to 6,110 shares worth $412K. The position accounts for 0.01% of the portfolio, ranked #795.

Wedbush Securities first reported a position in SUN in Q1 2016 and has held it in 25 quarters since. The position peaked at $623K in Q1 2024. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Wedbush Securities held 6,110 shares of Sunoco worth $412K as of Q2 2026.
  • Wedbush Securities bought 166 Sunoco shares in Q2 2026, an estimated $11K.
  • Sunoco made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #795 holding.
  • Wedbush Securities first reported a position in Sunoco in Q1 2016 and has held it in 25 quarters since.
  • Wedbush Securities's Sunoco position peaked at $623K in Q1 2024.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.