Clearstead Advisors’s Sunoco SUN Stock Holding History

Clearstead Advisors’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	$252K	Hold	3,736	–	–	﹤0.01%	990
2026 Q1	$243K	Hold	3,736	–	–	﹤0.01%	938
2025 Q4	$196K	Hold	3,736	–	–	﹤0.01%	942
2025 Q3	$187K	Hold	3,736	–	–	﹤0.01%	897
2025 Q2	$200K	Buy	3,736 +869	+30%	+$48K	﹤0.01%	897
2025 Q1	$166K	Buy	2,867 +1,400	+95%	+$79.2K	﹤0.01%	875
2024 Q4	$75.5K	Hold	1,467	–	–	﹤0.01%	1077
2024 Q3	$78.7K	Hold	1,467	–	–	﹤0.01%	1090
2024 Q2	$82.9K	Buy	+1,467	New	+$80K	﹤0.01%	1040

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

Clearstead Advisors's SUN Position: Q2 2026 in Review

Clearstead Advisors held its Sunoco (SUN) position steady in Q2 2026 at 3,736 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #990.

Clearstead Advisors 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.

Clearstead Advisors held 3,736 shares of Sunoco worth $252K as of Q2 2026.
Clearstead Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #990 holding.
Clearstead Advisors 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.