Wilmington Savings Fund Society’s Sunoco SUN Stock Holding History

Wilmington Savings Fund Society’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	$5.4K	Hold	80	–	–	﹤0.01%	1254
2026 Q1	$5.2K	Hold	80	–	–	﹤0.01%	1264
2025 Q4	$4.19K	Hold	80	–	–	﹤0.01%	1259
2025 Q3	$4K	Hold	80	–	–	﹤0.01%	1254
2025 Q2	$4.29K	Sell	80 -3,000	-97%	-$166K	﹤0.01%	1785
2025 Q1	$179K	Hold	3,080	–	–	﹤0.01%	823
2024 Q4	$158K	Hold	3,080	–	–	﹤0.01%	903
2024 Q3	$165K	Buy	+3,080	New	+$167K	﹤0.01%	875

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wilmington Savings Fund Society's SUN Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Sunoco (SUN) position steady in Q2 2026 at 80 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

Wilmington Savings Fund Society first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $179K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Wilmington Savings Fund Society held 80 shares of Sunoco worth $5.4K as of Q2 2026.
Wilmington Savings Fund Society left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1254 holding.
Wilmington Savings Fund Society first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Sunoco position peaked at $179K in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.