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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 		$13.7K Sell
200
-99,800
-100% -$6.63M ﹤0.01% 906
2026
Q1 		$66.3K Buy
100,000
+99,800
+49,900% +$6.05M ﹤0.01% 808
2025
Q4 		$10.5K Buy
+200
New +$10.6K ﹤0.01% 1014

Other funds holding SUN

FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 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 28 quarters since. The position peaked at $1.23M in Q4 2021. 82 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 28 quarters since.
  • B. Riley Wealth Advisors's Sunoco position peaked at $1.23M in Q4 2021.
  • 82 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.