Cornerstone Planning Group
SUN icon

Cornerstone Planning Group’s Sunoco SUN Stock Holding History

Cornerstone Planning Group’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 		$364K Hold
4,816
– – 0.05% 123
2026
Q2 		$366K Sell
4,816
-51
-1% -$3.39K 0.05% 124
2026
Q1 		$339K Sell
4,867
-90
-2% -$5.46K 0.05% 122
2025
Q4 		$290K Buy
4,957
+4,899
+8,447% +$259K 0.05% 117
2025
Q3 		$2.92K Sell
58
-851
-94% -$44.3K ﹤0.01% 1084
2025
Q2 		$48.6K Buy
+909
New +$50.2K 0.01% 244

Other funds holding SUN

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Kercheville Advisors
Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's SUN Position: Q3 2026 in Review

Cornerstone Planning Group held its Sunoco (SUN) position steady in Q3 2026 at 4,816 shares worth $364K. The position accounts for 0.05% of the portfolio, ranked #123.

Cornerstone Planning Group first reported a position in SUN in Q2 2025 and has held it in 6 quarters since. The position peaked at $366K in Q2 2026. 58 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Cornerstone Planning Group held 4,816 shares of Sunoco worth $364K as of Q3 2026.
  • Cornerstone Planning Group left its Sunoco share count unchanged in Q3 2026.
  • Sunoco made up 0.05% of Cornerstone Planning Group's portfolio in Q3 2026, its #123 holding.
  • Cornerstone Planning Group first reported a position in Sunoco in Q2 2025 and has held it in 6 quarters since.
  • Cornerstone Planning Group's Sunoco position peaked at $366K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.