Legacy Wealth Advisors’s Sunoco SUN Stock Holding History

Legacy Wealth Advisors’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	$222K	Hold	3,284	–	–	0.1%	137
2026 Q1	$213K	Buy	+3,284	New	+$199K	0.11%	100

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

Legacy Wealth Advisors's SUN Position: Q2 2026 in Review

Legacy Wealth Advisors held its Sunoco (SUN) position steady in Q2 2026 at 3,284 shares worth $222K. The position accounts for 0.1% of the portfolio, ranked #137.

Legacy Wealth Advisors first reported a position in SUN in Q1 2026 and has held it in 2 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Legacy Wealth Advisors held 3,284 shares of Sunoco worth $222K as of Q2 2026.
Legacy Wealth Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.1% of Legacy Wealth Advisors's portfolio in Q2 2026, its #137 holding.
Legacy Wealth Advisors first reported a position in Sunoco in Q1 2026 and has held it in 2 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.