Root Financial Partners
SUN icon

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
Q3 		$45.5K Buy
+625
New +$46.6K ﹤0.01% 1134
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

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Root Financial Partners's SUN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sunoco (SUN) in Q3 2026: 625 shares worth $45.5K. The stake represents ﹤0.01% of the portfolio and ranks #1134 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SUN as recently as Q1 2026.

Root Financial Partners first reported a position in SUN in Q3 2025 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Root Financial Partners held 625 shares of Sunoco worth $45.5K as of Q3 2026.
  • Sunoco was a new Root Financial Partners position in Q3 2026.
  • Sunoco made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1134 holding.
  • Root Financial Partners first reported a position in Sunoco in Q3 2025 and has held it in 4 quarters since.
  • 260 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.