Wealthcare Advisory Partners LLC SUN — SUNOCO LP

Ownership history in Wealthcare Advisory Partners LLC  ·  16 quarters on record

AI Ownership Summary

Wealthcare Advisory Partners LLC reported SUNOCO LP (SUN) in 16 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows SUN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SUN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealthcare Advisory Partners LLC's position in SUNOCO LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SUN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SUN stock page Wealthcare Advisory Partners LLC fund profile Wealthcare Advisory Partners LLC full holdings
How Wealthcare Advisory Partners LLC held SUN — position size vs. price
% of Fund (quarterly)    SUN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 6,007 -3,095 -34.0% 0.01% $405K 2026-07-09 $68.58
2026 Q1 REDUCED 17.7% +7.1% ❌ 9,102 -1,962 -17.7% 0.01% $591K 2026-04-14 $63.62
2025 Q4 ADDED — — — 11,064 +1,093 +11.0% 0.01% $580K 2026-01-14 $55.88
2025 Q3 REDUCED — — — 9,971 -92 -0.9% 0.01% $499K 2025-11-07 $49.26
2025 Q2 ADDED — — — 10,063 +56 +0.6% 0.01% $539K 2025-07-22 $49.37
2025 Q1 REDUCED — — — 10,007 -248 -2.4% 0.02% $581K 2025-04-15 $51.95
2024 Q4 ADDED — — — 10,255 +1,371 +15.4% 0.01% $528K 2025-01-15 $48.45
2024 Q3 REDUCED — — — 8,884 -4 -0.0% 0.01% $477K 2024-11-04 $45.89
2024 Q2 ADDED — — — 8,888 +1,900 +27.2% 0.02% $503K 2024-08-12 $44.83
2024 Q1 ADDED — — — 6,988 +2 +0.0% 0.01% $421K 2024-04-15 $44.74
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SUN

As of 2026 Q2 — sorted by position size

Gilman Hill Asset Management, LLC 3Y 7Y 0.46% M.E. ALLISON & CO., INC. 0.46% Quad-Cities Investment Group, LLC 3Y 7Y 0.37% Bison Wealth, LLC 0.15% Cohen Capital Management, Inc. 3Y 7Y 0.08% Crumly & Associates Inc. 3Y 0.06% Focus Financial Network, Inc. 0.03% KERR FINANCIAL PLANNING Corp 0.02% Hilltop National Bank 0.0% CoreCap Advisors, LLC 3Y 0.0%

FAQ About Wealthcare Advisory Partners LLC and SUN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wealthcare Advisory Partners LLC reported owning SUN?

Wealthcare Advisory Partners LLC reported SUN across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported SUN position in Wealthcare Advisory Partners LLC's portfolio?

The largest reported portfolio weight for SUN was 0.02% in 2024 Q2.

What is the latest reported SUN position on this page?

The most recent filing on this page is 2026 Q2, when Wealthcare Advisory Partners LLC reported 6,007 shares, equal to 0.01% of portfolio, with an estimated market value of $405K.

What does the chart on this SUN ownership page compare?

The chart compares Wealthcare Advisory Partners LLC's quarterly SUN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wealthcare Advisory Partners LLC time their SUN position?

Based on 13F filing dates vs. subsequent SUN price moves, Wealthcare Advisory Partners LLC correctly timed 10 out of 15 reported position changes (67%). The annualised alpha on SUN relative to SPY over the holding period was +123.2%.

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