KFAS
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Keating Financial Advisory Services’s Sunoco SUN Stock Holding History

Keating Financial Advisory Services’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 		– Sell
-572
Closed -$30K – 2657
2025
Q4 		$30K Buy
+572
New +$30.2K ﹤0.01% 795

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

Keating Financial Advisory Services's SUN Position: Q1 2026 in Review

Keating Financial Advisory Services sold out of Sunoco (SUN) in Q1 2026, closing a stake of 572 shares — an estimated $30K sold.

Keating Financial Advisory Services first reported a position in SUN in Q4 2025 and held it in 1 quarter. The position peaked at $30K in Q4 2025. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Keating Financial Advisory Services reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 572 Sunoco shares in Q1 2026, an estimated $30K.
  • Keating Financial Advisory Services first reported a position in Sunoco in Q4 2025 and held it in 1 quarter.
  • Keating Financial Advisory Services's Sunoco position peaked at $30K in Q4 2025.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Keating Financial Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.