Private Wealth Asset Management’s Sunoco SUN Stock Holding History

Private Wealth Asset 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	$27.4K	Hold	406	–	–	﹤0.01%	518
2026 Q1	$26.4K	Hold	406	–	–	﹤0.01%	516
2025 Q4	$21.3K	Hold	406	–	–	﹤0.01%	544
2025 Q3	$20.3K	Hold	406	–	–	﹤0.01%	524
2025 Q2	$21.8K	Hold	406	–	–	﹤0.01%	527
2025 Q1	$23.6K	Buy	+406	New	+$23K	﹤0.01%	491

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

Private Wealth Asset Management's SUN Position: Q2 2026 in Review

Private Wealth Asset Management held its Sunoco (SUN) position steady in Q2 2026 at 406 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Private Wealth Asset Management 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.

Private Wealth Asset Management held 406 shares of Sunoco worth $27.4K as of Q2 2026.
Private Wealth Asset Management left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #518 holding.
Private Wealth Asset Management 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 Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.