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 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

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

Cornerstone Planning Group's SUN Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Sunoco (SUN) stake by 1% in Q2 2026, selling an estimated $3.39K and leaving 4,816 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #124.

Cornerstone Planning Group first reported a position in SUN in Q2 2025 and has held it in 5 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Cornerstone Planning Group held 4,816 shares of Sunoco worth $366K as of Q2 2026.
Cornerstone Planning Group sold 51 Sunoco shares in Q2 2026, an estimated $3.39K.
Sunoco made up 0.05% of Cornerstone Planning Group's portfolio in Q2 2026, its #124 holding.
Cornerstone Planning Group first reported a position in Sunoco in Q2 2025 and has held it in 5 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.