World Investment Advisors’s Sunoco SUN Stock Holding History

World Investment 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	$377K	Sell	5,782 -3,818	-40%	-$254K	0.01%	1100
2026 Q1	$624K	Buy	9,600 +1,037	+12%	+$62.9K	0.01%	890
2025 Q4	$449K	Buy	8,563 +4,143	+94%	+$219K	0.01%	974
2025 Q3	$221K	Sell	4,420 -80	-2%	-$4.16K	﹤0.01%	1123
2025 Q2	$241K	Sell	4,500 -300	-6%	-$16.6K	0.01%	1017
2025 Q1	$279K	Buy	+4,800	New	+$272K	0.01%	892
2024 Q4	–	Sell	-3,800	Closed	-$204K	–	1046
2024 Q3	$204K	Buy	3,800 +200	+6%	+$10.8K	0.01%	866
2024 Q2	$204K	Buy	+3,600	New	+$196K	0.01%	598

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

World Investment Advisors's SUN Position: Q2 2026 in Review

World Investment Advisors reduced its Sunoco (SUN) stake by 40% in Q2 2026, selling an estimated $254K and leaving 5,782 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #1100.

World Investment Advisors first reported a position in SUN in Q2 2024 and has held it in 8 quarters since. The position peaked at $624K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

World Investment Advisors held 5,782 shares of Sunoco worth $377K as of Q2 2026.
World Investment Advisors sold 3,818 Sunoco shares in Q2 2026, an estimated $254K.
Sunoco made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1100 holding.
World Investment Advisors first reported a position in Sunoco in Q2 2024 and has held it in 8 quarters since.
World Investment Advisors's Sunoco position peaked at $624K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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