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Silver Grove Financial Group’s Sunoco SUN Stock Holding History

Silver Grove Financial Group’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 		$4.39K Buy
+65
New +$4.32K ﹤0.01% 1258

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

Silver Grove Financial Group's SUN Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Sunoco (SUN) in Q2 2026: 65 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #1258 among its holdings.

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

  • Silver Grove Financial Group held 65 shares of Sunoco worth $4.39K as of Q2 2026.
  • Sunoco was a new Silver Grove Financial Group position in Q2 2026.
  • Sunoco made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1258 holding.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.