JSW
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Journey Strategic Wealth’s Sunoco SUN Stock Holding History

Journey Strategic 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 		$407K Sell
6,262
-3,496
-36% -$212K 0.01% 411
2025
Q4 		$511K Sell
9,758
-515
-5% -$27.2K 0.01% 309
2025
Q3 		$514K Sell
10,273
-185
-2% -$9.62K 0.01% 292
2025
Q2 		$560K Sell
10,458
-1,831
-15% -$101K 0.02% 271
2025
Q1 		$713K Sell
12,289
-222
-2% -$12.6K 0.02% 178
2024
Q4 		$644K Sell
12,511
-277
-2% -$14.6K 0.02% 178
2024
Q3 		$686K Buy
+12,788
New +$694K 0.03% 171

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

Journey Strategic Wealth's SUN Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Sunoco (SUN) stake by 36% in Q1 2026, selling an estimated $212K and leaving 6,262 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #411.

Journey Strategic Wealth first reported a position in SUN in Q3 2024 and has held it in 7 quarters since. The position peaked at $713K in Q1 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Journey Strategic Wealth held 6,262 shares of Sunoco worth $407K as of Q1 2026.
  • Journey Strategic Wealth sold 3,496 Sunoco shares in Q1 2026, an estimated $212K.
  • Sunoco made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #411 holding.
  • Journey Strategic Wealth first reported a position in Sunoco in Q3 2024 and has held it in 7 quarters since.
  • Journey Strategic Wealth's Sunoco position peaked at $713K in Q1 2025.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.