Wealth Alliance Advisory Group’s Sunoco SUN Stock Holding History

Wealth Alliance Advisory 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	$247K	Hold	3,654	–	–	0.04%	179
2026 Q1	$237K	Buy	+3,654	New	+$222K	0.04%	181
2025 Q2	–	Sell	-3,654	Closed	-$212K	–	200
2025 Q1	$212K	Buy	+3,654	New	+$207K	0.04%	181
2024 Q3	–	Sell	-3,654	Closed	-$207K	–	209
2024 Q2	$207K	Buy	+3,654	New	+$199K	0.05%	177

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

Wealth Alliance Advisory Group's SUN Position: Q2 2026 in Review

Wealth Alliance Advisory Group held its Sunoco (SUN) position steady in Q2 2026 at 3,654 shares worth $247K. The position accounts for 0.04% of the portfolio, ranked #179.

Wealth Alliance Advisory Group first reported a position in SUN in Q2 2024 and has held it in 4 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Wealth Alliance Advisory Group held 3,654 shares of Sunoco worth $247K as of Q2 2026.
Wealth Alliance Advisory Group left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.04% of Wealth Alliance Advisory Group's portfolio in Q2 2026, its #179 holding.
Wealth Alliance Advisory Group first reported a position in Sunoco in Q2 2024 and has held it in 4 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.