Bartlett & Co Wealth Management’s Sunoco SUN Stock Holding History

Bartlett & Co 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	$22.3K	Hold	330	–	–	﹤0.01%	872
2026 Q1	$22.5K	Hold	330	–	–	﹤0.01%	806
2025 Q4	$17.3K	Hold	330	–	–	﹤0.01%	845
2025 Q3	$16.5K	Hold	330	–	–	﹤0.01%	854
2025 Q2	$17.7K	Hold	330	–	–	﹤0.01%	834
2025 Q1	$19.2K	Hold	330	–	–	﹤0.01%	821
2024 Q4	$17K	Hold	330	–	–	﹤0.01%	832
2024 Q3	$17.7K	Hold	330	–	–	﹤0.01%	833
2024 Q2	$18.7K	Hold	330	–	–	﹤0.01%	825
2024 Q1	$19.9K	Hold	330	–	–	﹤0.01%	815
2023 Q4	$20.6K	Hold	330	–	–	﹤0.01%	879
2023 Q3	$16.2K	Hold	330	–	–	﹤0.01%	860
2023 Q2	$14.4K	Buy	+330	New	+$14.6K	﹤0.01%	870

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

Bartlett & Co Wealth Management's SUN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Sunoco (SUN) position steady in Q2 2026 at 330 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Bartlett & Co Wealth Management first reported a position in SUN in Q2 2023 and has held it in 13 quarters since. The position peaked at $22.5K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Bartlett & Co Wealth Management held 330 shares of Sunoco worth $22.3K as of Q2 2026.
Bartlett & Co Wealth Management left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #872 holding.
Bartlett & Co Wealth Management first reported a position in Sunoco in Q2 2023 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Sunoco position peaked at $22.5K in Q1 2026.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.