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 Q2	$40.6K	Hold	602	–	–	0.02%	165
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 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

Marshall & Sterling Wealth Advisors's SUN Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Sunoco (SUN) position steady in Q2 2026 at 602 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #165.

Marshall & Sterling Wealth Advisors first reported a position in SUN in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Marshall & Sterling Wealth Advisors held 602 shares of Sunoco worth $40.6K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #165 holding.
Marshall & Sterling Wealth Advisors first reported a position in Sunoco in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.