Aventura Private Wealth’s Sunoco SUN Stock Holding History

Aventura Private Wealth’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	$129K	Hold	1,909	–	–	0.04%	215
2026 Q1	$124K	Hold	1,909	–	–	0.05%	200
2025 Q4	$100K	Hold	1,909	–	–	0.04%	214
2025 Q3	$95.5K	Hold	1,909	–	–	0.04%	229
2025 Q2	$102K	Hold	1,909	–	–	0.04%	202
2025 Q1	$111K	Hold	1,909	–	–	0.06%	181
2024 Q4	$98.2K	Buy	+1,909	New	+$101K	0.05%	186

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

Aventura Private Wealth's SUN Position: Q2 2026 in Review

Aventura Private Wealth held its Sunoco (SUN) position steady in Q2 2026 at 1,909 shares worth $129K. The position accounts for 0.04% of the portfolio, ranked #215.

Aventura Private Wealth first reported a position in SUN in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Aventura Private Wealth held 1,909 shares of Sunoco worth $129K as of Q2 2026.
Aventura Private Wealth left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #215 holding.
Aventura Private Wealth first reported a position in Sunoco in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.