Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sunoco SUN Stock Holding History

Carson Wealth (CWM LLC)’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 		$26.6K Sell
410
-45
-10% -$2.73K ﹤0.01% 4253
2025
Q4 		$24K Buy
455
+44
+11% +$2.33K ﹤0.01% 4074
2025
Q3 		$21K Buy
411
+19
+5% +$988 ﹤0.01% 4098
2025
Q2 		$21K Buy
392
+14
+4% +$773 ﹤0.01% 3884
2025
Q1 		$22K Buy
378
+98
+35% +$5.55K ﹤0.01% 3614
2024
Q4 		$14K Buy
280
+279
+27,900% +$14.7K ﹤0.01% 3690
2024
Q3 		$0 Sell
1
-105
-99% -$5.7K ﹤0.01% 5140
2024
Q2 		$6K Buy
106
+2
+2% +$109 ﹤0.01% 3812
2024
Q1 		$6K Buy
104
+1
+1% +$60 ﹤0.01% 3609
2023
Q4 		$6K Sell
103
-98
-49% -$5.21K ﹤0.01% 3460
2023
Q3 		$10K Sell
201
-500
-71% -$22.7K ﹤0.01% 3146
2023
Q2 		$31K Buy
701
+199
+40% +$8.81K ﹤0.01% 2353
2023
Q1 		$22K Buy
502
+500
+25,000% +$22.5K ﹤0.01% 2448
2022
Q4 		$0 Hold
2
– – ﹤0.01% 4246
2022
Q3 		$0 Buy
2
+1
+100% +$39 ﹤0.01% 4176
2022
Q2 		$0 Hold
1
– – ﹤0.01% 4087
2022
Q1 		$0 Hold
1
– – ﹤0.01% 3861
2021
Q4 		$0 Buy
+1
New +$40 ﹤0.01% 3642
2021
Q2 		$0 Hold
1
– – ﹤0.01% 3003
2021
Q1 		$0 Hold
1
– – ﹤0.01% 3002
2020
Q4 		$0 Hold
1
– – ﹤0.01% 3000
2020
Q3 		$0 Hold
1
– – ﹤0.01% 2999
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2998
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2997
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2995
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2995
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2994
2019
Q1 		$0 Sell
1
-344
-100% -$10.2K ﹤0.01% 3258
2018
Q4 		$9K Hold
345
– – ﹤0.01% 1383
2018
Q3 		$10K Buy
+345
New +$9.29K ﹤0.01% 1159

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $83.9B AUM 60.43% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SUN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Sunoco (SUN) stake by 9.9% in Q1 2026, selling an estimated $2.73K and leaving 410 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4253.

Carson Wealth (CWM LLC) first reported a position in SUN in Q3 2018 and has held it in 30 quarters since. The position peaked at $31K in Q2 2023. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 410 shares of Sunoco worth $26.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 45 Sunoco shares in Q1 2026, an estimated $2.73K.
  • Sunoco made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4253 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sunoco in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Sunoco position peaked at $31K in Q2 2023.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.