Roundview Capital’s Sunoco SUN Stock Holding History

Roundview Capital’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	$237K	Buy	+3,513	New	+$233K	0.01%	328

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

Roundview Capital's SUN Position: Q2 2026 in Review

Roundview Capital opened a new position in Sunoco (SUN) in Q2 2026: 3,513 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #328 among its holdings.

302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Roundview Capital held 3,513 shares of Sunoco worth $237K as of Q2 2026.
Sunoco was a new Roundview Capital position in Q2 2026.
Sunoco made up 0.01% of Roundview Capital's portfolio in Q2 2026, its #328 holding.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.