Farther Finance Advisors’s Sunoco SUN Stock Holding History

Farther Finance 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 Q3	$103K	Buy	1,419 +4	+0.3%	+$298	﹤0.01%	2827
2026 Q2	$95.5K	Buy	1,415 +4	+0.3%	+$266	﹤0.01%	2733
2026 Q1	$90.4K	Sell	1,411 -2,779	-66%	-$169K	﹤0.01%	2581
2025 Q4	$220K	Sell	4,190 -2,028	-33%	-$107K	﹤0.01%	1855
2025 Q3	$311K	Buy	6,218 +5	+0.1%	+$260	﹤0.01%	1366
2025 Q2	$333K	Buy	6,213 +4,036	+185%	+$223K	0.01%	1124
2025 Q1	$128K	Buy	2,177 +344	+19%	+$19.5K	﹤0.01%	1420
2024 Q4	$94.3K	Hold	1,833	–	–	﹤0.01%	1331
2024 Q3	$98.4K	Buy	+1,833	New	+$99.4K	﹤0.01%	1311

Other funds holding SUN

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

MEAC

M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return

DTC

Davidson Trust Company Seattle, Washington $253M AUM 17.77% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

ANBT

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

MHR

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Farther Finance Advisors's SUN Position: Q3 2026 in Review

Farther Finance Advisors increased its Sunoco (SUN) stake by 0.28% in Q3 2026, buying an estimated $298 and bringing the position to 1,419 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Farther Finance Advisors first reported a position in SUN in Q3 2024 and has held it in 9 quarters since. The position peaked at $333K in Q2 2025. 11 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Farther Finance Advisors held 1,419 shares of Sunoco worth $103K as of Q3 2026.
Farther Finance Advisors bought 4 Sunoco shares in Q3 2026, an estimated $298.
Sunoco made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2827 holding.
Farther Finance Advisors first reported a position in Sunoco in Q3 2024 and has held it in 9 quarters since.
Farther Finance Advisors's Sunoco position peaked at $333K in Q2 2025.
11 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.