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MONECO Advisors’s Sunoco SUN Stock Holding History

MONECO 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 		$257K Buy
3,805
+35
+0.9% +$2.33K 0.02% 520
2026
Q1 		$245K Buy
+3,770
New +$229K 0.02% 453
2025
Q2 		– Sell
-3,799
Closed -$221K – 483
2025
Q1 		$221K Buy
+3,799
New +$215K 0.02% 428

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

MONECO Advisors's SUN Position: Q2 2026 in Review

MONECO Advisors increased its Sunoco (SUN) stake by 0.93% in Q2 2026, buying an estimated $2.33K and bringing the position to 3,805 shares worth $257K. The position accounts for 0.02% of the portfolio, ranked #520.

MONECO Advisors first reported a position in SUN in Q1 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • MONECO Advisors held 3,805 shares of Sunoco worth $257K as of Q2 2026.
  • MONECO Advisors bought 35 Sunoco shares in Q2 2026, an estimated $2.33K.
  • Sunoco made up 0.02% of MONECO Advisors's portfolio in Q2 2026, its #520 holding.
  • MONECO Advisors first reported a position in Sunoco in Q1 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.