KFP
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Kerr Financial Planning’s Sunoco SUN Stock Holding History

Kerr Financial Planning’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 		$15.9K Hold
235
– – 0.02% 314
2026
Q1 		$15.8K Hold
235
– – 0.01% 306
2025
Q4 		$13.6K Hold
235
– – 0.02% 329
2025
Q3 		$12.7K Buy
+235
New +$12.2K 0.02% 319

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

Kerr Financial Planning's SUN Position: Q2 2026 in Review

Kerr Financial Planning held its Sunoco (SUN) position steady in Q2 2026 at 235 shares worth $15.9K. The position accounts for 0.02% of the portfolio, ranked #314.

Kerr Financial Planning first reported a position in SUN in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Kerr Financial Planning held 235 shares of Sunoco worth $15.9K as of Q2 2026.
  • Kerr Financial Planning left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #314 holding.
  • Kerr Financial Planning first reported a position in Sunoco in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.