Cyndeo Wealth Partners’s Sunoco SUN Stock Holding History

Cyndeo Wealth Partners’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	$214K	Hold	3,171	–	–	0.01%	492
2026 Q1	$206K	Buy	+3,171	New	+$192K	0.01%	466

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

Cyndeo Wealth Partners's SUN Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Sunoco (SUN) position steady in Q2 2026 at 3,171 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #492.

Cyndeo Wealth Partners first reported a position in SUN in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Cyndeo Wealth Partners held 3,171 shares of Sunoco worth $214K as of Q2 2026.
Cyndeo Wealth Partners left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #492 holding.
Cyndeo Wealth Partners first reported a position in Sunoco in Q1 2026 and has held it in 2 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.