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

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Creative Planning's SUN Position: Q1 2026 in Review

Creative Planning reduced its Sunoco (SUN) stake by 5% in Q1 2026, selling an estimated $117K and leaving 36,334 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

Creative Planning first reported a position in SUN in Q2 2013 and has held it in 50 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Creative Planning held 36,334 shares of Sunoco worth $2.36M as of Q1 2026.
Creative Planning sold 1,928 Sunoco shares in Q1 2026, an estimated $117K.
Sunoco made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1771 holding.
Creative Planning first reported a position in Sunoco in Q2 2013 and has held it in 50 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.