Luther King Capital Management (LKCM)’s Sunoco SUN Stock Holding History

Luther King Capital Management (LKCM)’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	$317K	Hold	4,693	–	–	﹤0.01%	539
2026 Q1	$305K	Sell	4,693 -1,450	-24%	-$88K	﹤0.01%	520
2025 Q4	$322K	Hold	6,143	–	–	﹤0.01%	525
2025 Q3	$307K	Hold	6,143	–	–	﹤0.01%	527
2025 Q2	$329K	Hold	6,143	–	–	﹤0.01%	508
2025 Q1	$357K	Hold	6,143	–	–	﹤0.01%	504
2024 Q4	$316K	Sell	6,143 -90	-1%	-$4.76K	﹤0.01%	510
2024 Q3	$335K	Hold	6,233	–	–	﹤0.01%	514
2024 Q2	$352K	Buy	+6,233	New	+$340K	﹤0.01%	501

Other funds holding SUN

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Luther King Capital Management (LKCM)'s SUN Position: Q2 2026 in Review

Luther King Capital Management (LKCM) held its Sunoco (SUN) position steady in Q2 2026 at 4,693 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Luther King Capital Management (LKCM) first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. The position peaked at $357K in Q1 2025. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Luther King Capital Management (LKCM) held 4,693 shares of Sunoco worth $317K as of Q2 2026.
Luther King Capital Management (LKCM) left its Sunoco share count unchanged in Q2 2026.
Sunoco made up ﹤0.01% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #539 holding.
Luther King Capital Management (LKCM) first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
Luther King Capital Management (LKCM)'s Sunoco position peaked at $357K in Q1 2025.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.