N.E.W. Advisory Services’s Sunoco SUN Stock Holding History

N.E.W. Advisory Services’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	$12.2K	Hold	181	–	–	﹤0.01%	613
2026 Q1	$11.8K	Hold	181	–	–	﹤0.01%	597
2025 Q4	$9.49K	Hold	181	–	–	﹤0.01%	623
2025 Q3	$9.05K	Hold	181	–	–	﹤0.01%	595
2025 Q2	$9.7K	Hold	181	–	–	﹤0.01%	575
2025 Q1	$10.5K	Buy	+181	New	+$10.2K	﹤0.01%	604

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

N.E.W. Advisory Services's SUN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Sunoco (SUN) position steady in Q2 2026 at 181 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

N.E.W. Advisory Services first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

N.E.W. Advisory Services held 181 shares of Sunoco worth $12.2K as of Q2 2026.
N.E.W. Advisory Services left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #613 holding.
N.E.W. Advisory Services first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.