WP
SUN icon

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
Q2 		$465K Buy
6,883
+5
+0.1% +$332 0.09% 169
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 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

WealthPLAN Partners's SUN Position: Q2 2026 in Review

WealthPLAN Partners increased its Sunoco (SUN) stake by 0.07% in Q2 2026, buying an estimated $332 and bringing the position to 6,883 shares worth $465K. The position accounts for 0.09% of the portfolio, ranked #169.

WealthPLAN Partners first reported a position in SUN in Q4 2022 and has held it in 15 quarters since. The position peaked at $484K in Q4 2022. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • WealthPLAN Partners held 6,883 shares of Sunoco worth $465K as of Q2 2026.
  • WealthPLAN Partners bought 5 Sunoco shares in Q2 2026, an estimated $332.
  • Sunoco made up 0.09% of WealthPLAN Partners's portfolio in Q2 2026, its #169 holding.
  • WealthPLAN Partners first reported a position in Sunoco in Q4 2022 and has held it in 15 quarters since.
  • WealthPLAN Partners's Sunoco position peaked at $484K in Q4 2022.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.