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Wealthcare Advisory Partners’s Sunoco SUN Stock Holding History

Wealthcare Advisory 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 		$405K Sell
6,007
-3,095
-34% -$206K 0.01% 777
2026
Q1 		$591K Sell
9,102
-1,962
-18% -$119K 0.01% 651
2025
Q4 		$580K Buy
11,064
+1,093
+11% +$57.8K 0.01% 646
2025
Q3 		$499K Sell
9,971
-92
-0.9% -$4.79K 0.01% 684
2025
Q2 		$539K Buy
10,063
+56
+0.6% +$3.09K 0.01% 627
2025
Q1 		$581K Sell
10,007
-248
-2% -$14K 0.02% 558
2024
Q4 		$528K Buy
10,255
+1,371
+15% +$72.5K 0.01% 553
2024
Q3 		$477K Sell
8,884
-4
-0% -$217 0.01% 581
2024
Q2 		$503K Buy
8,888
+1,900
+27% +$104K 0.02% 537
2024
Q1 		$421K Buy
6,988
+2
+0% +$121 0.01% 572
2023
Q4 		$419K Sell
6,986
-248
-3% -$13.2K 0.02% 521
2023
Q3 		$354K Buy
7,234
+1,002
+16% +$45.5K 0.02% 513
2023
Q2 		$271K Buy
6,232
+2
+0% +$89 0.01% 593
2023
Q1 		$273K Buy
6,230
+447
+8% +$20.1K 0.01% 603
2022
Q4 		$249K Buy
5,783
+2
+0% +$84 0.01% 584
2022
Q3 		$225K Buy
+5,781
New +$227K 0.01% 550

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

Wealthcare Advisory Partners's SUN Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Sunoco (SUN) stake by 34% in Q2 2026, selling an estimated $206K and leaving 6,007 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #777.

Wealthcare Advisory Partners first reported a position in SUN in Q3 2022 and has held it in 16 quarters since. The position peaked at $591K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Wealthcare Advisory Partners held 6,007 shares of Sunoco worth $405K as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,095 Sunoco shares in Q2 2026, an estimated $206K.
  • Sunoco made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #777 holding.
  • Wealthcare Advisory Partners first reported a position in Sunoco in Q3 2022 and has held it in 16 quarters since.
  • Wealthcare Advisory Partners's Sunoco position peaked at $591K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.