Marshall & Sterling Wealth Advisors’s Sunoco SUN Stock Holding History

Marshall & Sterling 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 Q1	$39.1K	Hold	602	–	–	0.03%	159
2025 Q4	$31.6K	Hold	602	–	–	0.02%	168
2025 Q3	$30.1K	Hold	602	–	–	0.02%	228
2025 Q2	$32.3K	Hold	602	–	–	0.02%	214
2025 Q1	$35K	Hold	602	–	–	0.02%	198
2024 Q4	$31K	Buy	+602	New	+$31.8K	0.02%	169

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SUN Position: Q1 2026 in Review

Marshall & Sterling Wealth Advisors held its Sunoco (SUN) position steady in Q1 2026 at 602 shares worth $39.1K. The position accounts for 0.03% of the portfolio, ranked #159.

Marshall & Sterling Wealth Advisors first reported a position in SUN in Q4 2024 and has held it in 6 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Marshall & Sterling Wealth Advisors held 602 shares of Sunoco worth $39.1K as of Q1 2026.
Marshall & Sterling Wealth Advisors left its Sunoco share count unchanged in Q1 2026.
Sunoco made up 0.03% of Marshall & Sterling Wealth Advisors's portfolio in Q1 2026, its #159 holding.
Marshall & Sterling Wealth Advisors first reported a position in Sunoco in Q4 2024 and has held it in 6 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.