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Larson Financial Group’s Sunoco SUN Stock Holding History

Larson Financial Group’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 		$755K Buy
11,178
+267
+2% +$17.7K 0.02% 441
2026
Q1 		$709K Buy
10,911
+8,703
+394% +$528K 0.02% 386
2025
Q4 		$116K Buy
2,208
+1,908
+636% +$101K ﹤0.01% 881
2025
Q3 		$15K Hold
300
– – ﹤0.01% 1800
2025
Q2 		$16.1K Buy
+300
New +$16.6K ﹤0.01% 1582

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

Larson Financial Group's SUN Position: Q2 2026 in Review

Larson Financial Group increased its Sunoco (SUN) stake by 2.4% in Q2 2026, buying an estimated $17.7K and bringing the position to 11,178 shares worth $755K. The position accounts for 0.02% of the portfolio, ranked #441.

Larson Financial Group first reported a position in SUN in Q2 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Larson Financial Group held 11,178 shares of Sunoco worth $755K as of Q2 2026.
  • Larson Financial Group bought 267 Sunoco shares in Q2 2026, an estimated $17.7K.
  • Sunoco made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #441 holding.
  • Larson Financial Group first reported a position in Sunoco in Q2 2025 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.