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

Cassaday & 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 		$80.7K Hold
1,196
– – ﹤0.01% 528
2026
Q1 		$77.7K Buy
+1,196
New +$72.6K ﹤0.01% 516

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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cassaday & Co Wealth Management held its Sunoco (SUN) position steady in Q2 2026 at 1,196 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Cassaday & Co Wealth Management first reported a position in SUN in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,196 shares of Sunoco worth $80.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #528 holding.
  • Cassaday & Co Wealth Management first reported a position in Sunoco in Q1 2026 and has held it in 2 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.