IFG
SUN icon

Independent Financial Group’s Sunoco SUN Stock Holding History

Independent Financial 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 		$308K Sell
4,558
-2,450
-35% -$163K 0.01% 1235
2026
Q1 		$455K Buy
7,008
+357
+5% +$21.7K 0.01% 973
2025
Q4 		$349K Buy
6,651
+1,278
+24% +$67.5K 0.01% 1078
2025
Q3 		$269K Sell
5,373
-332
-6% -$17.3K 0.01% 1141
2025
Q2 		$306K Buy
5,705
+1,549
+37% +$85.5K 0.01% 1019
2025
Q1 		$241K Buy
+4,156
New +$235K 0.01% 1025

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

Independent Financial Group's SUN Position: Q2 2026 in Review

Independent Financial Group reduced its Sunoco (SUN) stake by 35% in Q2 2026, selling an estimated $163K and leaving 4,558 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1235.

Independent Financial Group first reported a position in SUN in Q1 2025 and has held it in 6 quarters since. The position peaked at $455K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Independent Financial Group held 4,558 shares of Sunoco worth $308K as of Q2 2026.
  • Independent Financial Group sold 2,450 Sunoco shares in Q2 2026, an estimated $163K.
  • Sunoco made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1235 holding.
  • Independent Financial Group first reported a position in Sunoco in Q1 2025 and has held it in 6 quarters since.
  • Independent Financial Group's Sunoco position peaked at $455K in Q1 2026.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.