Basepoint Wealth’s Sunoco SUN Stock Holding History

Basepoint 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	$7.42K	Buy	110 +2	+2%	+$133	﹤0.01%	437
2026 Q1	$7.04K	Buy	108 +2	+2%	+$121	﹤0.01%	443
2025 Q4	$5.6K	Buy	+106	New	+$5.6K	﹤0.01%	452

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

Basepoint Wealth's SUN Position: Q2 2026 in Review

Basepoint Wealth increased its Sunoco (SUN) stake by 1.9% in Q2 2026, buying an estimated $133 and bringing the position to 110 shares worth $7.42K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Basepoint Wealth first reported a position in SUN in Q4 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Basepoint Wealth held 110 shares of Sunoco worth $7.42K as of Q2 2026.
Basepoint Wealth bought 2 Sunoco shares in Q2 2026, an estimated $133.
Sunoco made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #437 holding.
Basepoint Wealth first reported a position in Sunoco in Q4 2025 and has held it in 3 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.