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Linscomb Wealth’s Sunoco SUN Stock Holding History

Linscomb Wealth’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 		$2.37M Hold
35,058
– – 0.1% 143
2026
Q1 		$2.28M Buy
35,058
+20,318
+138% +$1.23M 0.1% 141
2025
Q4 		$773K Hold
14,740
– – 0.03% 194
2025
Q3 		$737K Hold
14,740
– – 0.03% 203
2025
Q2 		$790K Hold
14,740
– – 0.04% 197
2025
Q1 		$856K Hold
14,740
– – 0.04% 180
2024
Q4 		$758K Hold
14,740
– – 0.04% 188
2024
Q3 		$791K Hold
14,740
– – 0.04% 187
2024
Q2 		$833K Buy
+14,740
New +$804K 0.04% 172

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Linscomb Wealth's SUN Position: Q2 2026 in Review

Linscomb Wealth held its Sunoco (SUN) position steady in Q2 2026 at 35,058 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #143.

Linscomb Wealth first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Linscomb Wealth held 35,058 shares of Sunoco worth $2.37M as of Q2 2026.
  • Linscomb Wealth left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.1% of Linscomb Wealth's portfolio in Q2 2026, its #143 holding.
  • Linscomb Wealth first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
  • 184 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.