AssetMark Inc
SUN icon

AssetMark Inc’s Sunoco SUN Stock Holding History

AssetMark Inc’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 		$12.8K Hold
190
– – ﹤0.01% 2365
2026
Q1 		$12.3K Hold
190
– – ﹤0.01% 2241
2025
Q4 		$9.96K Hold
190
– – ﹤0.01% 2223
2025
Q3 		$9.5K Hold
190
– – ﹤0.01% 2126
2025
Q2 		$10.2K Buy
190
+90
+90% +$4.97K ﹤0.01% 1954
2025
Q1 		$5.81K Hold
100
– – ﹤0.01% 1963
2024
Q4 		$5.14K Buy
+100
New +$5.29K ﹤0.01% 1922

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AssetMark Inc's SUN Position: Q2 2026 in Review

AssetMark Inc held its Sunoco (SUN) position steady in Q2 2026 at 190 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

AssetMark Inc first reported a position in SUN in Q4 2024 and has held it in 7 quarters since. 130 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • AssetMark Inc held 190 shares of Sunoco worth $12.8K as of Q2 2026.
  • AssetMark Inc left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2365 holding.
  • AssetMark Inc first reported a position in Sunoco in Q4 2024 and has held it in 7 quarters since.
  • 130 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.