Financial Network Wealth Advisors’s Sunoco SUN Stock Holding History

Financial Network 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 Q1	$6.5K	Buy	100 +2	+2%	+$121	0.01%	521
2025 Q4	$5.14K	Hold	98	–	–	0.01%	541
2025 Q3	$4.9K	Hold	98	–	–	0.01%	536
2025 Q2	$5.25K	Hold	98	–	–	0.01%	511
2025 Q1	$5.69K	Buy	98 +75	+326%	+$4.25K	0.01%	481
2024 Q4	$1.18K	Sell	23 -181	-89%	-$9.57K	﹤0.01%	452
2024 Q3	$11K	Buy	204 +41	+25%	+$2.22K	0.01%	435
2024 Q2	$9.22K	Buy	+163	New	+$8.89K	0.01%	506

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Financial Network Wealth Advisors's SUN Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Sunoco (SUN) stake by 2% in Q1 2026, buying an estimated $121 and bringing the position to 100 shares worth $6.5K. The position accounts for 0.01% of the portfolio, ranked #521.

Financial Network Wealth Advisors first reported a position in SUN in Q2 2024 and has held it in 8 quarters since. The position peaked at $11K in Q3 2024. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Financial Network Wealth Advisors held 100 shares of Sunoco worth $6.5K as of Q1 2026.
Financial Network Wealth Advisors bought 2 Sunoco shares in Q1 2026, an estimated $121.
Sunoco made up 0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #521 holding.
Financial Network Wealth Advisors first reported a position in Sunoco in Q2 2024 and has held it in 8 quarters since.
Financial Network Wealth Advisors's Sunoco position peaked at $11K in Q3 2024.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.