Wealth Enhancement Advisory Services’s Sunoco SUN Stock Holding History

Wealth Enhancement Advisory Services’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	$1.31M	Buy	19,030 +4,980	+35%	+$331K	﹤0.01%	1876
2026 Q1	$910K	Sell	14,050 -25,791	-65%	-$1.56M	﹤0.01%	1866
2025 Q4	$2.1M	Sell	39,841 -1,127	-3%	-$59.5K	﹤0.01%	1484
2025 Q3	$2.08M	Sell	40,968 -133	-0.3%	-$6.92K	﹤0.01%	1410
2025 Q2	$2.26M	Buy	41,101 +35,839	+681%	+$1.98M	﹤0.01%	1298
2025 Q1	$306K	Buy	5,262 +279	+6%	+$15.8K	﹤0.01%	2440
2024 Q4	$256K	Buy	4,983 +592	+13%	+$31.3K	﹤0.01%	2510
2024 Q3	$236K	Buy	4,391 +489	+13%	+$26.5K	﹤0.01%	2343
2024 Q2	$221K	Buy	3,902 +564	+17%	+$30.8K	﹤0.01%	2213
2024 Q1	$201K	Buy	+3,338	New	+$202K	﹤0.01%	2197

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

Wealth Enhancement Advisory Services's SUN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Sunoco (SUN) stake by 35% in Q2 2026, buying an estimated $331K and bringing the position to 19,030 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Wealth Enhancement Advisory Services first reported a position in SUN in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.26M in Q2 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Wealth Enhancement Advisory Services held 19,030 shares of Sunoco worth $1.31M as of Q2 2026.
Wealth Enhancement Advisory Services bought 4,980 Sunoco shares in Q2 2026, an estimated $331K.
Sunoco made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1876 holding.
Wealth Enhancement Advisory Services first reported a position in Sunoco in Q1 2024 and has held it in 10 quarters since.
Wealth Enhancement Advisory Services's Sunoco position peaked at $2.26M in Q2 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.