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 Q3	$414K	Sell	5,686 -8,160	-59%	-$608K	0.01%	678
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 $21.8B AUM 17.58% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bowen Hanes & Co Ponte Vedra Beach, Florida $4.43B AUM 31.44% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

IFG Advisory's SUN Position: Q3 2026 in Review

IFG Advisory reduced its Sunoco (SUN) stake by 59% in Q3 2026, selling an estimated $608K and leaving 5,686 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #678.

IFG Advisory first reported a position in SUN in Q3 2023 and has held it in 12 quarters since. The position peaked at $935K in Q2 2026. 169 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

IFG Advisory held 5,686 shares of Sunoco worth $414K as of Q3 2026.
IFG Advisory sold 8,160 Sunoco shares in Q3 2026, an estimated $608K.
Sunoco made up 0.01% of IFG Advisory's portfolio in Q3 2026, its #678 holding.
IFG Advisory first reported a position in Sunoco in Q3 2023 and has held it in 12 quarters since.
IFG Advisory's Sunoco position peaked at $935K in Q2 2026.
169 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.