Western Wealth Management’s Sunoco SUN Stock Holding History

Western Wealth Management’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	–	Sell	-2,119	Closed	-$349K	–	1042
2026 Q1	$349K	Buy	+2,119	New	+$129K	0.01%	748

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

Western Wealth Management's SUN Position: Q2 2026 in Review

Western Wealth Management sold out of Sunoco (SUN) in Q2 2026, closing a stake of 2,119 shares — an estimated $349K sold.

Western Wealth Management first reported a position in SUN in Q1 2026 and held it in 1 quarter. The position peaked at $349K in Q1 2026. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Western Wealth Management reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
Western Wealth Management sold 2,119 Sunoco shares in Q2 2026, an estimated $349K.
Western Wealth Management first reported a position in Sunoco in Q1 2026 and held it in 1 quarter.
Western Wealth Management's Sunoco position peaked at $349K in Q1 2026.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.