Institute for Wealth Management’s Sunoco SUN Stock Holding History

Institute for 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	$68	Buy	+1	New	+$66	﹤0.01%	1744

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Institute for Wealth Management's SUN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Sunoco (SUN) in Q2 2026: 1 share worth $68. The stake represents ﹤0.01% of the portfolio and ranks #1744 among its holdings.

174 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Institute for Wealth Management held 1 share of Sunoco worth $68 as of Q2 2026.
Sunoco was a new Institute for Wealth Management position in Q2 2026.
Sunoco made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1744 holding.
174 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.