PWM
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Partners Wealth Management’s Sunoco SUN Stock Holding History

Partners Wealth Management’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 		– Sell
-3,696
Closed -$240K – 110
2026
Q1 		$240K Buy
+3,696
New +$224K 0.25% 93

Other funds holding SUN

FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $178M AUM 29.7% 1-Year Est. Return

Partners Wealth Management's SUN Position: Q2 2026 in Review

Partners Wealth Management sold out of Sunoco (SUN) in Q2 2026, closing a stake of 3,696 shares — an estimated $240K sold.

Partners Wealth Management first reported a position in SUN in Q1 2026 and held it in 1 quarter. The position peaked at $240K in Q1 2026. 62 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Partners Wealth Management reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
  • Partners Wealth Management sold 3,696 Sunoco shares in Q2 2026, an estimated $240K.
  • Partners Wealth Management first reported a position in Sunoco in Q1 2026 and held it in 1 quarter.
  • Partners Wealth Management's Sunoco position peaked at $240K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Partners Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.