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Root Financial Partners’s Sunoco SUN Stock Holding History

Root Financial Partners’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
-625
Closed -$40.6K – 2843
2026
Q1 		$40.6K Hold
625
– – ﹤0.01% 968
2025
Q4 		$32.8K Hold
625
– – ﹤0.01% 900
2025
Q3 		$31.3K Buy
+625
New +$32.5K ﹤0.01% 870

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Root Financial Partners's SUN Position: Q2 2026 in Review

Root Financial Partners sold out of Sunoco (SUN) in Q2 2026, closing a stake of 625 shares — an estimated $40.6K sold.

Root Financial Partners first reported a position in SUN in Q3 2025 and held it in 3 quarters. The position peaked at $40.6K in Q1 2026. 103 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Root Financial Partners reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 625 Sunoco shares in Q2 2026, an estimated $40.6K.
  • Root Financial Partners first reported a position in Sunoco in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Sunoco position peaked at $40.6K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.