Evoke Wealth’s Sunoco SUN Stock Holding History

Evoke Wealth’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 Q1	–	Sell	-4,877	Closed	-$256K	–	756
2025 Q4	$256K	Buy	+4,877	New	+$258K	﹤0.01%	566

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Evoke Wealth's SUN Position: Q1 2026 in Review

Evoke Wealth sold out of Sunoco (SUN) in Q1 2026, closing a stake of 4,877 shares — an estimated $256K sold.

Evoke Wealth first reported a position in SUN in Q4 2025 and held it in 1 quarter. The position peaked at $256K in Q4 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Evoke Wealth reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
Evoke Wealth sold 4,877 Sunoco shares in Q1 2026, an estimated $256K.
Evoke Wealth first reported a position in Sunoco in Q4 2025 and held it in 1 quarter.
Evoke Wealth's Sunoco position peaked at $256K in Q4 2025.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.