ZWA
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Zinnia Wealth Advisory’s Sunoco SUN Stock Holding History

Zinnia Wealth Advisory’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 		$390K Sell
5,771
-268
-4% -$17.8K 0.4% 50
2026
Q1 		$392K Sell
6,039
-83
-1% -$5.04K 0.44% 52
2025
Q4 		$321K Buy
+6,122
New +$323K 0.35% 67

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

Zinnia Wealth Advisory's SUN Position: Q2 2026 in Review

Zinnia Wealth Advisory reduced its Sunoco (SUN) stake by 4.4% in Q2 2026, selling an estimated $17.8K and leaving 5,771 shares worth $390K. The position accounts for 0.4% of the portfolio, ranked #50.

Zinnia Wealth Advisory first reported a position in SUN in Q4 2025 and has held it in 3 quarters since. The position peaked at $392K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Zinnia Wealth Advisory held 5,771 shares of Sunoco worth $390K as of Q2 2026.
  • Zinnia Wealth Advisory sold 268 Sunoco shares in Q2 2026, an estimated $17.8K.
  • Sunoco made up 0.4% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #50 holding.
  • Zinnia Wealth Advisory first reported a position in Sunoco in Q4 2025 and has held it in 3 quarters since.
  • Zinnia Wealth Advisory's Sunoco position peaked at $392K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.