SWP
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Summit Wealth Partners’s Sunoco SUN Stock Holding History

Summit Wealth 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 		$251K Hold
3,716
– – 0.04% 252
2026
Q1 		$241K Buy
+3,716
New +$225K 0.04% 244
2025
Q2 		– Sell
-3,716
Closed -$216K – 217
2025
Q1 		$216K Buy
+3,716
New +$210K 0.04% 198

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

Summit Wealth Partners's SUN Position: Q2 2026 in Review

Summit Wealth Partners held its Sunoco (SUN) position steady in Q2 2026 at 3,716 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #252.

Summit Wealth Partners first reported a position in SUN in Q1 2025 and has held it in 3 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Summit Wealth Partners held 3,716 shares of Sunoco worth $251K as of Q2 2026.
  • Summit Wealth Partners left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #252 holding.
  • Summit Wealth Partners first reported a position in Sunoco in Q1 2025 and has held it in 3 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.