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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Bartlett & Co Wealth Management's SUN Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Sunoco (SUN) position steady in Q1 2026 at 330 shares worth $22.5K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Bartlett & Co Wealth Management first reported a position in SUN in Q2 2023 and has held it in 12 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Bartlett & Co Wealth Management held 330 shares of Sunoco worth $22.5K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Sunoco share count unchanged in Q1 2026.
  • Sunoco made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #806 holding.
  • Bartlett & Co Wealth Management first reported a position in Sunoco in Q2 2023 and has held it in 12 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.