Austin Wealth Management’s Sunoco SUN Stock Holding History

Austin Wealth Management’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	$1.03M	Buy	+13,934	New	+$926K	0.22%	60

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Austin Wealth Management's SUN Position: Q2 2026 in Review

Austin Wealth Management opened a new position in Sunoco (SUN) in Q2 2026: 13,934 shares worth $1.03M. The stake represents 0.22% of the portfolio and ranks #60 among its holdings.

302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Austin Wealth Management held 13,934 shares of Sunoco worth $1.03M as of Q2 2026.
Sunoco was a new Austin Wealth Management position in Q2 2026.
Sunoco made up 0.22% of Austin Wealth Management's portfolio in Q2 2026, its #60 holding.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.