SWA
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SFMG Wealth Advisors’s Sunoco SUN Stock Holding History

SFMG Wealth Advisors’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 		$560K Hold
8,300
– – 0.03% 184
2026
Q1 		$539K Buy
8,300
+100
+1% +$6.07K 0.04% 181
2025
Q4 		$430K Buy
8,200
+2,000
+32% +$106K 0.03% 200
2025
Q3 		$310K Buy
+6,200
New +$322K 0.02% 229

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

SFMG Wealth Advisors's SUN Position: Q2 2026 in Review

SFMG Wealth Advisors held its Sunoco (SUN) position steady in Q2 2026 at 8,300 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #184.

SFMG Wealth Advisors first reported a position in SUN in Q3 2025 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • SFMG Wealth Advisors held 8,300 shares of Sunoco worth $560K as of Q2 2026.
  • SFMG Wealth Advisors left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #184 holding.
  • SFMG Wealth Advisors first reported a position in Sunoco in Q3 2025 and has held it in 4 quarters since.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.