Focus Partners Wealth
SUN icon

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
Q2 		$1.49M Buy
22,024
+5,211
+31% +$346K ﹤0.01% 1470
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Focus Partners Wealth's SUN Position: Q2 2026 in Review

Focus Partners Wealth increased its Sunoco (SUN) stake by 31% in Q2 2026, buying an estimated $346K and bringing the position to 22,024 shares worth $1.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Focus Partners Wealth first reported a position in SUN in Q4 2025 and has held it in 3 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Focus Partners Wealth held 22,024 shares of Sunoco worth $1.49M as of Q2 2026.
  • Focus Partners Wealth bought 5,211 Sunoco shares in Q2 2026, an estimated $346K.
  • Sunoco made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1470 holding.
  • Focus Partners Wealth first reported a position in Sunoco in Q4 2025 and has held it in 3 quarters since.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.