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 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 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's SUN Position: Q2 2026 in Review

Wealth Alliance reduced its Sunoco (SUN) stake by 27% in Q2 2026, selling an estimated $99K and leaving 4,008 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #481.

Wealth Alliance first reported a position in SUN in Q4 2023 and has held it in 6 quarters since. The position peaked at $357K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Wealth Alliance held 4,008 shares of Sunoco worth $271K as of Q2 2026.
Wealth Alliance sold 1,489 Sunoco shares in Q2 2026, an estimated $99K.
Sunoco made up 0.02% of Wealth Alliance's portfolio in Q2 2026, its #481 holding.
Wealth Alliance first reported a position in Sunoco in Q4 2023 and has held it in 6 quarters since.
Wealth Alliance's Sunoco position peaked at $357K in Q1 2026.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.