AWM
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Apollon Wealth Management’s Sunoco SUN Stock Holding History

Apollon Wealth Management’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 		$1.49M Sell
22,138
-93
-0.4% -$6.18K 0.02% 591
2026
Q1 		$1.44M Sell
22,231
-3,213
-13% -$195K 0.02% 472
2025
Q4 		$1.33M Sell
25,444
-1,138
-4% -$60.1K 0.02% 476
2025
Q3 		$1.33M Sell
26,582
-767
-3% -$39.9K 0.02% 486
2025
Q2 		$1.47M Sell
27,349
-11,713
-30% -$647K 0.03% 436
2025
Q1 		$2.27M Sell
39,062
-348
-0.9% -$19.7K 0.05% 302
2024
Q4 		$2.03M Sell
39,410
-4,643
-11% -$245K 0.05% 338
2024
Q3 		$2.36M Buy
44,053
+40
+0.1% +$2.17K 0.07% 267
2024
Q2 		$2.49M Buy
44,013
+1,393
+3% +$76K 0.08% 237
2024
Q1 		$2.57M Buy
42,620
+2,382
+6% +$144K 0.08% 229
2023
Q4 		$2.41M Buy
40,238
+1,356
+3% +$72.1K 0.08% 217
2023
Q3 		$1.9M Buy
38,882
+1,624
+4% +$73.8K 0.1% 207
2023
Q2 		$1.62M Buy
37,258
+3,658
+11% +$162K 0.08% 261
2023
Q1 		$1.47M Buy
33,600
+2,292
+7% +$103K 0.09% 232
2022
Q4 		$1.35M Sell
31,308
-988
-3% -$41.7K 0.1% 222
2022
Q3 		$1.26M Buy
32,296
+7,263
+29% +$286K 0.1% 209
2022
Q2 		$932K Sell
25,033
-250
-1% -$10.2K 0.08% 280
2022
Q1 		$1.03M Buy
25,283
+16,663
+193% +$709K 0.07% 276
2021
Q4 		$352K Buy
8,620
+650
+8% +$25.8K 0.03% 547
2021
Q3 		$297K Hold
7,970
– – 0.04% 350
2021
Q2 		$300K Hold
7,970
– – 0.05% 281
2021
Q1 		$254K Buy
+7,970
New +$249K 0.05% 295

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

Apollon Wealth Management's SUN Position: Q2 2026 in Review

Apollon Wealth Management reduced its Sunoco (SUN) stake by 0.42% in Q2 2026, selling an estimated $6.18K and leaving 22,138 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #591.

Apollon Wealth Management first reported a position in SUN in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.57M in Q1 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Apollon Wealth Management held 22,138 shares of Sunoco worth $1.49M as of Q2 2026.
  • Apollon Wealth Management sold 93 Sunoco shares in Q2 2026, an estimated $6.18K.
  • Sunoco made up 0.02% of Apollon Wealth Management's portfolio in Q2 2026, its #591 holding.
  • Apollon Wealth Management first reported a position in Sunoco in Q1 2021 and has held it in 22 quarters since.
  • Apollon Wealth Management's Sunoco position peaked at $2.57M in Q1 2024.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.