KWM
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Kingsview Wealth Management’s Sunoco SUN Stock Holding History

Kingsview Wealth Management’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 		$540K Sell
8,004
-9,067
-53% -$603K 0.01% 947
2026
Q1 		$1.11M Buy
17,071
+7,351
+76% +$446K 0.02% 656
2025
Q4 		$509K Buy
9,720
+205
+2% +$10.8K 0.01% 844
2025
Q3 		$476K Sell
9,515
-69
-0.7% -$3.59K 0.01% 816
2025
Q2 		$514K Buy
9,584
+55
+0.6% +$3.04K 0.01% 762
2025
Q1 		$553K Buy
9,529
+65
+0.7% +$3.68K 0.01% 695
2024
Q4 		$487K Buy
9,464
+251
+3% +$13.3K 0.01% 750
2024
Q3 		$495K Buy
9,213
+1,434
+18% +$77.8K 0.01% 726
2024
Q2 		$440K Buy
7,779
+4,452
+134% +$243K 0.01% 723
2024
Q1 		$201K Buy
+3,327
New +$201K 0.01% 972

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

Kingsview Wealth Management's SUN Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Sunoco (SUN) stake by 53% in Q2 2026, selling an estimated $603K and leaving 8,004 shares worth $540K. The position accounts for 0.01% of the portfolio, ranked #947.

Kingsview Wealth Management first reported a position in SUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Kingsview Wealth Management held 8,004 shares of Sunoco worth $540K as of Q2 2026.
  • Kingsview Wealth Management sold 9,067 Sunoco shares in Q2 2026, an estimated $603K.
  • Sunoco made up 0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #947 holding.
  • Kingsview Wealth Management first reported a position in Sunoco in Q1 2024 and has held it in 10 quarters since.
  • Kingsview Wealth Management's Sunoco position peaked at $1.11M in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.