WAP
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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

AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return