IFG Advisory’s Sunoco SUN Stock Holding History

IFG Advisory’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	$935K	Buy	13,846 +5,686	+70%	+$378K	0.03%	446
2026 Q1	$530K	Buy	8,160 +2,565	+46%	+$156K	1.52%	10
2025 Q4	$293K	Hold	5,595	–	–	0.01%	644
2025 Q3	$280K	Sell	5,595 -8,160	-59%	-$424K	0.01%	655
2025 Q2	$737K	Hold	13,755	–	–	0.04%	401
2025 Q1	$799K	Hold	13,755	–	–	0.04%	359
2024 Q4	$708K	Sell	13,755 -196	-1%	-$10.4K	0.04%	348
2024 Q3	$749K	Hold	13,951	–	–	0.05%	297
2024 Q2	$789K	Buy	+13,951	New	+$761K	0.05%	326
2024 Q1	–	Sell	-5,791	Closed	-$347K	–	550
2023 Q4	$347K	Hold	5,791	–	–	0.03%	446
2023 Q3	$283K	Buy	+5,791	New	+$263K	0.02%	448

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

IFG Advisory's SUN Position: Q2 2026 in Review

IFG Advisory increased its Sunoco (SUN) stake by 70% in Q2 2026, buying an estimated $378K and bringing the position to 13,846 shares worth $935K. The position accounts for 0.03% of the portfolio, ranked #446.

IFG Advisory first reported a position in SUN in Q3 2023 and has held it in 11 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

IFG Advisory held 13,846 shares of Sunoco worth $935K as of Q2 2026.
IFG Advisory bought 5,686 Sunoco shares in Q2 2026, an estimated $378K.
Sunoco made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #446 holding.
IFG Advisory first reported a position in Sunoco in Q3 2023 and has held it in 11 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.