Compass Financial Management
SUN icon

Compass Financial Management’s Sunoco SUN Stock Holding History

Compass Financial 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
Q3 		$44.3K Sell
607
-200
-25% -$14.9K ﹤0.01% 774
2026
Q2 		$60K Buy
+807
New +$53.6K 0.01% 655

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Compass Financial Management's SUN Position: Q3 2026 in Review

Compass Financial Management reduced its Sunoco (SUN) stake by 25% in Q3 2026, selling an estimated $14.9K and leaving 607 shares worth $44.3K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Compass Financial Management first reported a position in SUN in Q2 2026 and has held it in 2 quarters since. The position peaked at $60K in Q2 2026. 260 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Compass Financial Management held 607 shares of Sunoco worth $44.3K as of Q3 2026.
  • Compass Financial Management sold 200 Sunoco shares in Q3 2026, an estimated $14.9K.
  • Sunoco made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #774 holding.
  • Compass Financial Management first reported a position in Sunoco in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Sunoco position peaked at $60K in Q2 2026.
  • 260 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.