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COMPASS FINANCIAL MANAGEMENT LLC’s Sunoco SUN Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$60K Buy
+807
New +$53.6K 0.01% 655

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BHC
Bowen Hanes & Co Ponte Vedra Beach, Florida $4.11B AUM 44.45% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SUN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sunoco (SUN) in Q2 2026: 807 shares worth $60K. The stake represents 0.01% of the portfolio and ranks #655 among its holdings.

234 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 807 shares of Sunoco worth $60K as of Q2 2026.
  • Sunoco was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Sunoco made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #655 holding.
  • 234 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.