Global Retirement Partners’s Sunoco SUN Stock Holding History

Global Retirement Partners’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	$237K	Buy	+3,514	New	+$234K	﹤0.01%	1481
2025 Q4	$89.6K	Buy	1,710 +77	+5%	+$4.07K	﹤0.01%	1975
2025 Q3	$81.7K	Hold	1,633	–	–	﹤0.01%	1611
2025 Q2	$87.5K	Buy	+1,633	New	+$90.2K	﹤0.01%	1498
2024 Q4	$84K	Buy	1,633 +788	+93%	+$41.6K	﹤0.01%	1360
2024 Q3	$45.4K	Hold	845	–	–	﹤0.01%	1606
2024 Q2	$47.8K	Buy	+845	New	+$46.1K	﹤0.01%	1559
2023 Q1	–	Sell	-222	Closed	-$9.55K	–	3334
2022 Q4	$9.55K	Buy	+222	New	+$9.37K	﹤0.01%	1800
2021 Q4	–	Sell	-85	Closed	-$3K	–	1605
2021 Q3	$3K	Hold	85	–	–	﹤0.01%	1775
2021 Q2	$3K	Hold	85	–	–	﹤0.01%	1693
2021 Q1	$3K	Hold	85	–	–	﹤0.01%	1606
2020 Q4	$2K	Hold	85	–	–	﹤0.01%	1632
2020 Q3	$2K	Hold	85	–	–	﹤0.01%	1511
2020 Q2	$2K	Hold	85	–	–	﹤0.01%	1491
2020 Q1	$1K	Hold	85	–	–	﹤0.01%	1526
2019 Q4	$3K	Hold	85	–	–	﹤0.01%	1435
2019 Q3	$3K	Hold	85	–	–	﹤0.01%	1408
2019 Q2	$3K	Hold	85	–	–	﹤0.01%	1400
2019 Q1	$3K	Hold	85	–	–	﹤0.01%	1362
2018 Q4	$2K	Hold	85	–	–	﹤0.01%	1354
2018 Q3	$3K	Hold	85	–	–	﹤0.01%	1355
2018 Q2	$2K	Buy	+85	New	+$2.26K	﹤0.01%	1407

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

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

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

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's SUN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Sunoco (SUN) in Q2 2026: 3,514 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1481 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SUN as recently as Q4 2025.

Global Retirement Partners first reported a position in SUN in Q2 2018 and has held it in 22 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Global Retirement Partners held 3,514 shares of Sunoco worth $237K as of Q2 2026.
Sunoco was a new Global Retirement Partners position in Q2 2026.
Sunoco made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1481 holding.
Global Retirement Partners first reported a position in Sunoco in Q2 2018 and has held it in 22 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.