Wealth Alliance
SUN icon

Wealth Alliance’s Sunoco SUN Stock Holding History

Wealth Alliance’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
Q3 		$292K Buy
4,013
+5
+0.1% +$372 0.02% 445
2026
Q2 		$271K Sell
4,008
-1,489
-27% -$99K 0.02% 481
2026
Q1 		$357K Sell
5,497
-39
-0.7% -$2.37K 0.04% 384
2025
Q4 		$290K Sell
5,536
-14
-0.3% -$740 0.03% 439
2025
Q3 		$278K Sell
5,550
-11
-0.2% -$572 0.03% 442
2025
Q2 		$298K Buy
+5,561
New +$307K 0.03% 410
2024
Q1 		– Sell
-3,788
Closed -$227K – 536
2023
Q4 		$227K Buy
+3,788
New +$201K 0.03% 458

Other funds holding SUN

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Wealth Alliance's SUN Position: Q3 2026 in Review

Wealth Alliance increased its Sunoco (SUN) stake by 0.12% in Q3 2026, buying an estimated $372 and bringing the position to 4,013 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #445.

Wealth Alliance first reported a position in SUN in Q4 2023 and has held it in 7 quarters since. The position peaked at $357K in Q1 2026. 260 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Wealth Alliance held 4,013 shares of Sunoco worth $292K as of Q3 2026.
  • Wealth Alliance bought 5 Sunoco shares in Q3 2026, an estimated $372.
  • Sunoco made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #445 holding.
  • Wealth Alliance first reported a position in Sunoco in Q4 2023 and has held it in 7 quarters since.
  • Wealth Alliance's Sunoco position peaked at $357K in Q1 2026.
  • 260 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.