Avid Wealth Partners’s Sunoco SUN Stock Holding History

Avid Wealth Partners’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	$432K	Hold	6,398	–	–	0.21%	46
2026 Q1	$416K	Hold	6,398	–	–	0.2%	47
2025 Q4	$335K	Hold	6,398	–	–	0.16%	46
2025 Q3	$320K	Hold	6,398	–	–	0.16%	44
2025 Q2	$343K	Sell	6,398 -9,436	-60%	-$521K	0.2%	42
2025 Q1	$919K	Hold	15,834	–	–	0.62%	28
2024 Q4	$815K	Hold	15,834	–	–	0.58%	23
2024 Q3	$850K	Buy	+15,834	New	+$859K	0.6%	23

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

Avid Wealth Partners's SUN Position: Q2 2026 in Review

Avid Wealth Partners held its Sunoco (SUN) position steady in Q2 2026 at 6,398 shares worth $432K. The position accounts for 0.21% of the portfolio, ranked #46.

Avid Wealth Partners first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. The position peaked at $919K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Avid Wealth Partners held 6,398 shares of Sunoco worth $432K as of Q2 2026.
Avid Wealth Partners left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.21% of Avid Wealth Partners's portfolio in Q2 2026, its #46 holding.
Avid Wealth Partners first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
Avid Wealth Partners's Sunoco position peaked at $919K in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.