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

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

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

ICA

Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return

Compass Financial Management's SUN Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management held 807 shares of Sunoco worth $60K as of Q2 2026.
Sunoco was a new Compass Financial Management position in Q2 2026.
Sunoco made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #655 holding.
291 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.