Kirkwood Financial Services’s Sunoco SUN Stock Holding History

Kirkwood Financial 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	–	Sell	-4,215	Closed	-$274K	–	43
2026 Q1	$274K	Buy	+4,215	New	+$256K	0.09%	31

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

Kirkwood Financial Services's SUN Position: Q2 2026 in Review

Kirkwood Financial Services sold out of Sunoco (SUN) in Q2 2026, closing a stake of 4,215 shares — an estimated $274K sold.

Kirkwood Financial Services first reported a position in SUN in Q1 2026 and held it in 1 quarter. The position peaked at $274K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Kirkwood Financial Services reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
Kirkwood Financial Services sold 4,215 Sunoco shares in Q2 2026, an estimated $274K.
Kirkwood Financial Services first reported a position in Sunoco in Q1 2026 and held it in 1 quarter.
Kirkwood Financial Services's Sunoco position peaked at $274K in Q1 2026.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Kirkwood Financial Services's 13F filing for Q2 2026, filed 25 Aug 2026.