IWM
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IHT Wealth Management’s Sunoco SUN Stock Holding History

IHT Wealth Management’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 		$1.37M Buy
20,271
+9,094
+81% +$604K 0.03% 506
2026
Q1 		$726K Buy
11,177
+575
+5% +$34.9K 0.02% 686
2025
Q4 		$556K Buy
10,602
+50
+0.5% +$2.64K 0.01% 724
2025
Q3 		$528K Buy
10,552
+250
+2% +$13K 0.01% 719
2025
Q2 		$552K Buy
10,302
+212
+2% +$11.7K 0.02% 669
2025
Q1 		$586K Buy
10,090
+15
+0.1% +$849 0.02% 619
2024
Q4 		$518K Buy
10,075
+448
+5% +$23.7K 0.02% 674
2024
Q3 		$517K Buy
9,627
+245
+3% +$13.3K 0.01% 713
2024
Q2 		$530K Buy
9,382
+352
+4% +$19.2K 0.02% 622
2024
Q1 		$544K Buy
9,030
+190
+2% +$11.5K 0.02% 600
2023
Q4 		$530K Sell
8,840
-9
-0.1% -$479 0.02% 580
2023
Q3 		$433K Buy
8,849
+351
+4% +$15.9K 0.02% 598
2023
Q2 		$370K Sell
8,498
-75
-0.9% -$3.32K 0.02% 644
2023
Q1 		$376K Buy
+8,573
New +$386K 0.02% 609
2018
Q2 		– Sell
-1,846
Closed -$47K – 1240
2018
Q1 		$47K Hold
1,846
– – 0.01% 699
2017
Q4 		$54K Hold
1,846
– – 0.01% 678
2017
Q3 		$59K Buy
1,846
+96
+5% +$2.99K 0.03% 477
2017
Q2 		$3K Buy
+1,750
New +$52.2K ﹤0.01% 1181

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IHT Wealth Management's SUN Position: Q2 2026 in Review

IHT Wealth Management increased its Sunoco (SUN) stake by 81% in Q2 2026, buying an estimated $604K and bringing the position to 20,271 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #506.

IHT Wealth Management first reported a position in SUN in Q2 2017 and has held it in 18 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • IHT Wealth Management held 20,271 shares of Sunoco worth $1.37M as of Q2 2026.
  • IHT Wealth Management bought 9,094 Sunoco shares in Q2 2026, an estimated $604K.
  • Sunoco made up 0.03% of IHT Wealth Management's portfolio in Q2 2026, its #506 holding.
  • IHT Wealth Management first reported a position in Sunoco in Q2 2017 and has held it in 18 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.