IWC
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Integrated Wealth Concepts’s Sunoco SUN Stock Holding History

Integrated Wealth Concepts’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 		$190K Buy
+2,818
New +$187K ﹤0.01% 2366

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

Integrated Wealth Concepts's SUN Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sunoco (SUN) in Q2 2026: 2,818 shares worth $190K. The stake represents ﹤0.01% of the portfolio and ranks #2366 among its holdings.

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

  • Integrated Wealth Concepts held 2,818 shares of Sunoco worth $190K as of Q2 2026.
  • Sunoco was a new Integrated Wealth Concepts position in Q2 2026.
  • Sunoco made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2366 holding.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.