Ethos Financial Group’s Sunoco SUN Stock Holding History

Ethos Financial 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	$280K	Hold	4,142	–	–	0.02%	484
2026 Q1	$217K	Hold	4,142	–	–	0.02%	470
2025 Q4	$217K	Hold	4,142	–	–	0.02%	457
2025 Q3	$207K	Hold	4,142	–	–	0.02%	441
2025 Q2	$222K	Sell	4,142 -3,635	-47%	-$201K	0.02%	396
2025 Q1	$452K	Buy	+7,777	New	+$440K	0.04%	246

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

Ethos Financial Group's SUN Position: Q2 2026 in Review

Ethos Financial Group held its Sunoco (SUN) position steady in Q2 2026 at 4,142 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #484.

Ethos Financial Group first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. The position peaked at $452K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Ethos Financial Group held 4,142 shares of Sunoco worth $280K as of Q2 2026.
Ethos Financial Group left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #484 holding.
Ethos Financial Group first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
Ethos Financial Group's Sunoco position peaked at $452K in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.