BRWA
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B. Riley Wealth Advisors’s Sunoco SUN Stock Holding History

B. Riley Wealth Advisors’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 		$647K Sell
9,441
-278
-3% -$18.5K 0.03% 410
2026
Q1 		$645K Buy
9,719
+300
+3% +$18.2K 0.04% 385
2025
Q4 		$494K Buy
9,419
+122
+1% +$6.45K 0.02% 523
2025
Q3 		$465K Sell
9,297
-90
-1% -$4.68K 0.02% 555
2025
Q2 		$503K Sell
9,387
-871
-8% -$48.1K 0.02% 525
2025
Q1 		$596K Sell
10,258
-279
-3% -$15.8K 0.02% 695
2024
Q4 		$542K Sell
10,537
-100
-0.9% -$5.29K 0.02% 670
2024
Q3 		$570K Buy
10,637
+190
+2% +$10.3K 0.02% 696
2024
Q2 		$591K Buy
10,447
+570
+6% +$31.1K 0.02% 740
2024
Q1 		$483K Buy
9,877
+498
+5% +$30.1K 0.01% 810
2023
Q4 		$562K Sell
9,379
-498
-5% -$26.5K 0.02% 754
2023
Q3 		$483K Sell
9,877
-1,774
-15% -$80.6K 0.01% 810
2023
Q2 		$508K Sell
11,651
-1,721
-13% -$76.2K 0.01% 845
2023
Q1 		$587K Sell
13,372
-195
-1% -$8.79K 0.02% 739
2022
Q4 		$585K Buy
13,567
+1,710
+14% +$72.2K 0.02% 728
2022
Q3 		$463K Buy
11,857
+47
+0.4% +$1.85K 0.01% 790
2022
Q2 		$440K Buy
11,810
+904
+8% +$36.8K 0.02% 713
2022
Q1 		$446K Sell
10,906
-19,144
-64% -$815K 0.01% 813
2021
Q4 		$1.23M Buy
30,050
+927
+3% +$36.8K 0.04% 468
2021
Q3 		$1.09M Buy
29,123
+893
+3% +$33.2K 0.03% 494
2021
Q2 		$1.06M Buy
28,230
+198
+0.7% +$7.03K 0.03% 494
2021
Q1 		$893K Buy
28,032
+9,235
+49% +$289K 0.03% 516
2020
Q4 		$541K Buy
18,797
+1,162
+7% +$31.5K 0.03% 519
2020
Q3 		$430K Buy
17,635
+1,208
+7% +$30.4K 0.02% 591
2020
Q2 		$376K Buy
16,427
+1,060
+7% +$24.6K 0.03% 548
2020
Q1 		$241K Sell
15,367
-601
-4% -$16.1K 0.02% 605
2019
Q4 		$489K Buy
15,968
+2,635
+20% +$83K 0.04% 443
2019
Q3 		$420K Buy
13,333
+6,210
+87% +$198K 0.04% 459
2019
Q2 		$223K Buy
+7,123
New +$219K 0.02% 676

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

B. Riley Wealth Advisors's SUN Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Sunoco (SUN) stake by 2.9% in Q2 2026, selling an estimated $18.5K and leaving 9,441 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #410.

B. Riley Wealth Advisors first reported a position in SUN in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.23M in Q4 2021. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • B. Riley Wealth Advisors held 9,441 shares of Sunoco worth $647K as of Q2 2026.
  • B. Riley Wealth Advisors sold 278 Sunoco shares in Q2 2026, an estimated $18.5K.
  • Sunoco made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #410 holding.
  • B. Riley Wealth Advisors first reported a position in Sunoco in Q2 2019 and has held it in 29 quarters since.
  • B. Riley Wealth Advisors's Sunoco position peaked at $1.23M in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.