Allworth Financial’s Sunoco SUN Stock Holding History

Allworth 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	$329K	Sell	4,871 -271	-5%	-$18K	﹤0.01%	1212
2026 Q1	$334K	Buy	5,142 +2	+0%	+$121	﹤0.01%	1137
2025 Q4	$269K	Sell	5,140 -252	-5%	-$13.3K	﹤0.01%	1193
2025 Q3	$270K	Buy	5,392 +157	+3%	+$8.16K	﹤0.01%	1147
2025 Q2	$281K	Buy	5,235 +4,310	+466%	+$238K	﹤0.01%	1040
2025 Q1	$54.4K	Sell	925 -798	-46%	-$45.2K	﹤0.01%	1514
2024 Q4	$95K	Buy	1,723 +819	+91%	+$43.3K	﹤0.01%	1286
2024 Q3	$48.5K	Sell	904 -78	-8%	-$4.23K	﹤0.01%	1430
2024 Q2	$56.7K	Buy	982 +282	+40%	+$15.4K	﹤0.01%	1322
2024 Q1	$42.2K	Hold	700	–	–	﹤0.01%	1368
2023 Q4	$42K	Buy	700 +500	+250%	+$26.6K	﹤0.01%	1258
2023 Q3	$9.79K	Hold	200	–	–	﹤0.01%	1851
2023 Q2	$8.71K	Hold	200	–	–	﹤0.01%	1904
2023 Q1	$8.78K	Hold	200	–	–	﹤0.01%	1840
2022 Q4	$8.62K	Hold	200	–	–	﹤0.01%	1731
2022 Q3	$8K	Buy	+200	New	+$7.87K	﹤0.01%	1760

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

Allworth Financial's SUN Position: Q2 2026 in Review

Allworth Financial reduced its Sunoco (SUN) stake by 5.3% in Q2 2026, selling an estimated $18K and leaving 4,871 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1212.

Allworth Financial first reported a position in SUN in Q3 2022 and has held it in 16 quarters since. The position peaked at $334K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Allworth Financial held 4,871 shares of Sunoco worth $329K as of Q2 2026.
Allworth Financial sold 271 Sunoco shares in Q2 2026, an estimated $18K.
Sunoco made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1212 holding.
Allworth Financial first reported a position in Sunoco in Q3 2022 and has held it in 16 quarters since.
Allworth Financial's Sunoco position peaked at $334K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.