Creative Planning
SUN icon

Creative Planning’s Sunoco SUN Stock Holding History

Creative Planning’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
2019
Q3 		– Sell
-200
Closed -$1K – 2099
2019
Q2 		$1K Hold
200
– – ﹤0.01% 2006
2019
Q1 		$1K Buy
+200
New +$5.96K ﹤0.01% 1968

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning's SUN Position: Q2 2026 in Review

Creative Planning reduced its Sunoco (SUN) stake by 58% in Q2 2026, selling an estimated $1.4M and leaving 15,270 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

Creative Planning first reported a position in SUN in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.36M in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Creative Planning held 15,270 shares of Sunoco worth $1.03M as of Q2 2026.
  • Creative Planning sold 21,064 Sunoco shares in Q2 2026, an estimated $1.4M.
  • Sunoco made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2612 holding.
  • Creative Planning first reported a position in Sunoco in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Sunoco position peaked at $2.36M in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.