HWA
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HHM Wealth Advisors’s Sunoco SUN Stock Holding History

HHM 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 		$81K Hold
1,200
– – 0.01% 324
2026
Q1 		$78K Hold
1,200
– – 0.01% 309
2025
Q4 		$62.9K Hold
1,200
– – 0.01% 329
2025
Q3 		$60K Hold
1,200
– – 0.01% 349
2025
Q2 		$64.3K Hold
1,200
– – 0.01% 334
2025
Q1 		$69.7K Hold
1,200
– – 0.01% 310
2024
Q4 		$61.7K Hold
1,200
– – 0.01% 321
2024
Q3 		$64.4K Sell
1,200
-450
-27% -$24.4K 0.01% 303
2024
Q2 		$93.3K Buy
+1,650
New +$90K 0.01% 255

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

HHM Wealth Advisors's SUN Position: Q2 2026 in Review

HHM Wealth Advisors held its Sunoco (SUN) position steady in Q2 2026 at 1,200 shares worth $81K. The position accounts for 0.01% of the portfolio, ranked #324.

HHM Wealth Advisors first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $93.3K in Q2 2024. 82 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • HHM Wealth Advisors held 1,200 shares of Sunoco worth $81K as of Q2 2026.
  • HHM Wealth Advisors left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #324 holding.
  • HHM Wealth Advisors first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • HHM Wealth Advisors's Sunoco position peaked at $93.3K in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

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