EWA
SUNC

EverSource Wealth Advisors’s SunocoCorp LLC SUNC Stock Holding History

EverSource Wealth Advisors’s Portfolio SUNC Stock Details SUNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.05K Buy
119
+66
+125% +$4.32K ﹤0.01% 3035
2026
Q1 		$3.27K Buy
+53
New +$3.01K ﹤0.01% 3463

Other funds holding SUNC

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAM
BCV Asset Management Winnipeg $3.31B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QI
QV Investors Calgary, Alberta, Canada $1.3B AUM 31.14% 1-Year Est. Return

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

EverSource Wealth Advisors increased its SunocoCorp LLC (SUNC) stake by 125% in Q2 2026, buying an estimated $4.32K and bringing the position to 119 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #3035.

EverSource Wealth Advisors first reported a position in SUNC in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SUNC as of Q2 2026.

  • EverSource Wealth Advisors held 119 shares of SunocoCorp LLC worth $8.05K as of Q2 2026.
  • EverSource Wealth Advisors bought 66 SunocoCorp LLC shares in Q2 2026, an estimated $4.32K.
  • SunocoCorp LLC made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3035 holding.
  • EverSource Wealth Advisors first reported a position in SunocoCorp LLC in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held SunocoCorp LLC as of Q2 2026.

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