Boyd Watterson Asset Management’s Sunoco SUN Stock Holding History

Boyd Watterson Asset 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	$9.86K	Hold	146	–	–	﹤0.01%	285
2026 Q1	$9.49K	Hold	146	–	–	﹤0.01%	283
2025 Q4	$7.65K	Hold	146	–	–	﹤0.01%	300
2025 Q3	$7.3K	Hold	146	–	–	﹤0.01%	305
2025 Q2	$7.82K	Hold	146	–	–	﹤0.01%	302
2025 Q1	$8.48K	Hold	146	–	–	﹤0.01%	304
2024 Q4	$7.51K	Hold	146	–	–	﹤0.01%	322
2024 Q3	$7.84K	Hold	146	–	–	﹤0.01%	321
2024 Q2	$8.26K	Buy	+146	New	+$7.96K	﹤0.01%	319

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

Boyd Watterson Asset Management's SUN Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Sunoco (SUN) position steady in Q2 2026 at 146 shares worth $9.86K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Boyd Watterson Asset Management first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Boyd Watterson Asset Management held 146 shares of Sunoco worth $9.86K as of Q2 2026.
Boyd Watterson Asset Management left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #285 holding.
Boyd Watterson Asset Management first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.