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WealthPLAN Partners’s Sunoco SUN Stock Holding History

WealthPLAN 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
Q1 		$447K Buy
6,878
+5
+0.1% +$303 0.09% 169
2025
Q4 		$360K Sell
6,873
-353
-5% -$18.7K 0.05% 220
2025
Q3 		$361K Buy
7,226
+12
+0.2% +$624 0.05% 204
2025
Q2 		$387K Buy
7,214
+10
+0.1% +$552 0.06% 193
2025
Q1 		$418K Sell
7,204
-353
-5% -$20K 0.06% 179
2024
Q4 		$389K Buy
7,557
+11
+0.1% +$581 0.06% 188
2024
Q3 		$405K Buy
7,546
+10
+0.1% +$542 0.05% 196
2024
Q2 		$426K Buy
7,536
+10
+0.1% +$545 0.05% 220
2024
Q1 		$454K Buy
7,526
+8
+0.1% +$484 0.05% 214
2023
Q4 		$451K Buy
7,518
+10
+0.1% +$532 0.05% 226
2023
Q3 		$368K Buy
7,508
+2,261
+43% +$103K 0.04% 243
2023
Q2 		$229K Sell
5,247
-5,039
-49% -$223K 0.03% 273
2023
Q1 		$451K Buy
10,286
+10
+0.1% +$451 0.05% 212
2022
Q4 		$484K Buy
+10,276
New +$434K 0.03% 258

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return