Kestra Private Wealth Services’s Sunoco SUN Stock Holding History

Kestra Private Wealth 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 Q2	$248K	Buy	+3,670	New	+$244K	﹤0.01%	1586
2024 Q4	–	Sell	-19,037	Closed	-$1.02M	–	1492
2024 Q3	$1.02M	Buy	19,037 +114	+0.6%	+$6.18K	0.02%	609
2024 Q2	$1.07M	Buy	18,923 +1,086	+6%	+$59.2K	0.02%	554
2024 Q1	$1.08M	Buy	17,837 +562	+3%	+$34K	0.02%	534
2023 Q4	$1.04M	Buy	+17,275	New	+$919K	0.03%	521
2023 Q2	–	Sell	-17,535	Closed	-$770K	–	1134
2023 Q1	$770K	Buy	+17,535	New	+$790K	0.03%	485
2022 Q4	–	Sell	-18,785	Closed	-$732K	–	980
2022 Q3	$732K	Hold	18,785	–	–	0.04%	401
2022 Q2	$700K	Sell	18,785 -400	-2%	-$16.3K	0.04%	411
2022 Q1	$784K	Buy	+19,185	New	+$816K	0.04%	437
2021 Q4	–	Sell	-8,135	Closed	-$304K	–	1023
2021 Q3	$304K	Buy	8,135 +800	+11%	+$29.7K	0.02%	701
2021 Q2	$277K	Buy	+7,335	New	+$260K	0.02%	705

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

Kestra Private Wealth Services's SUN Position: Q2 2026 in Review

Kestra Private Wealth Services opened a new position in Sunoco (SUN) in Q2 2026: 3,670 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings. This is a return to the name: Kestra Private Wealth Services previously reported a position in SUN as recently as Q3 2024.

Kestra Private Wealth Services first reported a position in SUN in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2024. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Kestra Private Wealth Services held 3,670 shares of Sunoco worth $248K as of Q2 2026.
Sunoco was a new Kestra Private Wealth Services position in Q2 2026.
Sunoco made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1586 holding.
Kestra Private Wealth Services first reported a position in Sunoco in Q2 2021 and has held it in 11 quarters since.
Kestra Private Wealth Services's Sunoco position peaked at $1.08M in Q1 2024.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.