Focus Partners Wealth’s Sunoco SUN Stock Holding History

Focus Partners 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	$1.09M	Sell	16,813 -98	-0.6%	-$5.95K	﹤0.01%	1578
2025 Q4	$886K	Buy	+16,911	New	+$894K	﹤0.01%	1684

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

Focus Partners Wealth's SUN Position: Q1 2026 in Review

Focus Partners Wealth reduced its Sunoco (SUN) stake by 0.58% in Q1 2026, selling an estimated $5.95K and leaving 16,813 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1578.

Focus Partners Wealth first reported a position in SUN in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Focus Partners Wealth held 16,813 shares of Sunoco worth $1.09M as of Q1 2026.
Focus Partners Wealth sold 98 Sunoco shares in Q1 2026, an estimated $5.95K.
Sunoco made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1578 holding.
Focus Partners Wealth first reported a position in Sunoco in Q4 2025 and has held it in 2 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

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