RWM
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Riverchase Wealth Management’s Sunoco SUN Stock Holding History

Riverchase 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 		$316K Hold
4,679
– – 0.15% 69
2026
Q1 		$304K Hold
4,679
– – 0.16% 65
2025
Q4 		$245K Hold
4,679
– – 0.13% 66
2025
Q3 		$234K Buy
+4,679
New +$243K 0.13% 69

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

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

Riverchase Wealth Management held its Sunoco (SUN) position steady in Q2 2026 at 4,679 shares worth $316K. The position accounts for 0.15% of the portfolio, ranked #69.

Riverchase Wealth Management first reported a position in SUN in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Riverchase Wealth Management held 4,679 shares of Sunoco worth $316K as of Q2 2026.
  • Riverchase Wealth Management left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.15% of Riverchase Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Riverchase Wealth Management first reported a position in Sunoco in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.