AWA
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Arkadios Wealth Advisors’s Sunoco SUN Stock Holding History

Arkadios Wealth 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 		$360K Buy
5,340
+124
+2% +$8.24K 0.01% 1304
2026
Q1 		$339K Buy
5,216
+58
+1% +$3.52K 0.01% 1304
2025
Q4 		$270K Sell
5,158
-2,294
-31% -$121K 0.01% 1295
2025
Q3 		$373K Buy
7,452
+53
+0.7% +$2.76K 0.01% 1075
2025
Q2 		$397K Buy
7,399
+295
+4% +$16.3K 0.01% 944
2025
Q1 		$412K Sell
7,104
-1,572
-18% -$89K 0.02% 781
2024
Q4 		$446K Hold
8,676
– – 0.02% 591
2024
Q3 		$466K Buy
8,676
+4,235
+95% +$230K 0.03% 562
2024
Q2 		$251K Buy
4,441
+281
+7% +$15.3K 0.02% 692
2024
Q1 		$251K Hold
4,160
– – 0.02% 590
2023
Q4 		$249K Sell
4,160
-265
-6% -$14.1K 0.02% 586
2023
Q3 		$217K Buy
+4,425
New +$201K 0.02% 597
2021
Q4 		– Sell
-3,459
Closed -$129K – 1638
2021
Q3 		$129K Buy
3,459
+300
+9% +$11.1K 0.02% 623
2021
Q2 		$119K Buy
3,159
+2,899
+1,115% +$103K 0.01% 675
2021
Q1 		$8K Buy
+260
New +$8.12K ﹤0.01% 1259

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

Arkadios Wealth Advisors's SUN Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Sunoco (SUN) stake by 2.4% in Q2 2026, buying an estimated $8.24K and bringing the position to 5,340 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #1304.

Arkadios Wealth Advisors first reported a position in SUN in Q1 2021 and has held it in 15 quarters since. The position peaked at $466K in Q3 2024. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Arkadios Wealth Advisors held 5,340 shares of Sunoco worth $360K as of Q2 2026.
  • Arkadios Wealth Advisors bought 124 Sunoco shares in Q2 2026, an estimated $8.24K.
  • Sunoco made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1304 holding.
  • Arkadios Wealth Advisors first reported a position in Sunoco in Q1 2021 and has held it in 15 quarters since.
  • Arkadios Wealth Advisors's Sunoco position peaked at $466K in Q3 2024.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.