Garrett Wealth Advisory Group’s Sunoco SUN Stock Holding History

Garrett Wealth Advisory Group’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	$333K	Hold	4,933	–	–	0.05%	110
2026 Q1	$320K	Hold	4,933	–	–	0.06%	103
2025 Q4	$259K	Hold	4,933	–	–	0.05%	99
2025 Q3	$247K	Hold	4,933	–	–	0.05%	102
2025 Q2	$264K	Hold	4,933	–	–	0.06%	94
2025 Q1	$286K	Hold	4,933	–	–	0.06%	85
2024 Q4	$254K	Hold	4,933	–	–	0.06%	90
2024 Q3	$265K	Buy	+4,933	New	+$268K	0.07%	80

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

Garrett Wealth Advisory Group's SUN Position: Q2 2026 in Review

Garrett Wealth Advisory Group held its Sunoco (SUN) position steady in Q2 2026 at 4,933 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #110.

Garrett Wealth Advisory Group first reported a position in SUN in Q3 2024 and has held it in 8 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Garrett Wealth Advisory Group held 4,933 shares of Sunoco worth $333K as of Q2 2026.
Garrett Wealth Advisory Group left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.05% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #110 holding.
Garrett Wealth Advisory Group first reported a position in Sunoco in Q3 2024 and has held it in 8 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.