EWA
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EverSource Wealth Advisors’s Sunoco SUN Stock Holding History

EverSource Wealth Advisors’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 		$69.3K Hold
1,027
– – ﹤0.01% 1578
2026
Q1 		$66.7K Sell
1,027
-1,450
-59% -$88K ﹤0.01% 1682
2025
Q4 		$130K Buy
2,477
+700
+39% +$37K ﹤0.01% 1178
2025
Q3 		$88.9K Sell
1,777
-107
-6% -$5.57K ﹤0.01% 1348
2025
Q2 		$101K Hold
1,884
– – ﹤0.01% 1195
2025
Q1 		$109K Hold
1,884
– – 0.01% 878
2024
Q4 		$96.9K Hold
1,884
– – 0.01% 907
2024
Q3 		$101K Hold
1,884
– – 0.01% 784
2024
Q2 		$103K Buy
1,884
+300
+19% +$16.4K 0.01% 783
2024
Q1 		$89.2K Hold
1,584
– – 0.01% 750
2023
Q4 		$94.9K Hold
1,584
– – 0.01% 659
2023
Q3 		$77.5K Hold
1,584
– – 0.01% 660
2023
Q2 		$69K Buy
1,584
+500
+46% +$22.1K 0.01% 715
2023
Q1 		$47.6K Hold
1,084
– – 0.01% 807
2022
Q4 		$46.7K Buy
+1,084
New +$45.7K 0.01% 787

Other funds holding SUN

FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

EverSource Wealth Advisors's SUN Position: Q2 2026 in Review

EverSource Wealth Advisors held its Sunoco (SUN) position steady in Q2 2026 at 1,027 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

EverSource Wealth Advisors first reported a position in SUN in Q4 2022 and has held it in 15 quarters since. The position peaked at $130K in Q4 2025. 74 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • EverSource Wealth Advisors held 1,027 shares of Sunoco worth $69.3K as of Q2 2026.
  • EverSource Wealth Advisors left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1578 holding.
  • EverSource Wealth Advisors first reported a position in Sunoco in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Sunoco position peaked at $130K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.