XF
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XML Financial’s Sunoco SUN Stock Holding History

XML Financial’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 		$223K Hold
3,300
– – 0.02% 422
2026
Q1 		$214K Sell
3,300
-2,428
-42% -$147K 0.02% 393
2025
Q4 		$300K Sell
5,728
-3,211
-36% -$170K 0.02% 341
2025
Q3 		$447K Sell
8,939
-282
-3% -$14.7K 0.04% 266
2025
Q2 		$494K Sell
9,221
-1,724
-16% -$95.2K 0.04% 242
2025
Q1 		$635K Buy
10,945
+97
+0.9% +$5.49K 0.06% 204
2024
Q4 		$558K Sell
10,848
-3,525
-25% -$186K 0.05% 218
2024
Q3 		$772K Sell
14,373
-836
-5% -$45.4K 0.07% 191
2024
Q2 		$860K Buy
15,209
+173
+1% +$9.43K 0.09% 179
2024
Q1 		$907K Sell
15,036
-9,743
-39% -$589K 0.09% 175
2023
Q4 		$1.49M Buy
24,779
+329
+1% +$17.5K 0.16% 130
2023
Q3 		$1.2M Sell
24,450
-129
-0.5% -$5.86K 0.14% 137
2023
Q2 		$1.07M Sell
24,579
-793
-3% -$35.1K 0.12% 153
2023
Q1 		$1.11M Sell
25,372
-81
-0.3% -$3.65K 0.14% 144
2022
Q4 		$1.1M Sell
25,453
-1,256
-5% -$53K 0.14% 141
2022
Q3 		$1.04M Buy
26,709
+8,369
+46% +$329K 0.14% 137
2022
Q2 		$683K Sell
18,340
-2,380
-11% -$96.9K 0.15% 119
2022
Q1 		$846K Sell
20,720
-10,645
-34% -$453K 0.1% 166
2021
Q4 		$1.28M Buy
31,365
+312
+1% +$12.4K 0.15% 138
2021
Q3 		$1.16M Buy
31,053
+323
+1% +$12K 0.15% 137
2021
Q2 		$1.16M Buy
30,730
+182
+0.6% +$6.46K 0.26% 78
2021
Q1 		$973K Buy
30,548
+688
+2% +$21.5K 0.24% 85
2020
Q4 		$859K Buy
29,860
+8,708
+41% +$236K 0.22% 90
2020
Q3 		$516K Buy
21,152
+531
+3% +$13.4K 0.16% 105
2020
Q2 		$471K Buy
20,621
+581
+3% +$13.5K 0.16% 106
2020
Q1 		$313K Buy
20,040
+1,112
+6% +$29.8K 0.14% 116
2019
Q4 		$579K Buy
+18,928
New +$596K 0.21% 89

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

XML Financial's SUN Position: Q2 2026 in Review

XML Financial held its Sunoco (SUN) position steady in Q2 2026 at 3,300 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #422.

XML Financial first reported a position in SUN in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.49M in Q4 2023. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • XML Financial held 3,300 shares of Sunoco worth $223K as of Q2 2026.
  • XML Financial left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.02% of XML Financial's portfolio in Q2 2026, its #422 holding.
  • XML Financial first reported a position in Sunoco in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's Sunoco position peaked at $1.49M in Q4 2023.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.