Westwood Holdings Group’s Sunoco SUN Stock Holding History

Westwood Holdings 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	$2.06M	Sell	30,496 -3,839	-11%	-$255K	0.02%	324
2026 Q1	$2.23M	Buy	+34,335	New	+$2.08M	0.02%	316
2025 Q4	–	Sell	-34,335	Closed	-$1.72M	–	515
2025 Q3	$1.72M	Buy	34,335 +5,305	+18%	+$276K	0.01%	350
2025 Q2	$1.56M	Buy	29,030 +3,434	+13%	+$190K	0.01%	349
2025 Q1	$1.49M	Sell	25,596 -7,800	-23%	-$441K	0.01%	338
2024 Q4	$1.72M	Hold	33,396	–	–	0.01%	337
2024 Q3	$1.79M	Hold	33,396	–	–	0.01%	345
2024 Q2	$1.89M	Buy	+33,396	New	+$1.82M	0.01%	321
2023 Q4	–	Sell	-6,799	Closed	-$333K	–	478
2023 Q3	$333K	Buy	+6,799	New	+$309K	﹤0.01%	405

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

Westwood Holdings Group's SUN Position: Q2 2026 in Review

Westwood Holdings Group reduced its Sunoco (SUN) stake by 11% in Q2 2026, selling an estimated $255K and leaving 30,496 shares worth $2.06M. The position accounts for 0.02% of the portfolio, ranked #324.

Westwood Holdings Group first reported a position in SUN in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.23M in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Westwood Holdings Group held 30,496 shares of Sunoco worth $2.06M as of Q2 2026.
Westwood Holdings Group sold 3,839 Sunoco shares in Q2 2026, an estimated $255K.
Sunoco made up 0.02% of Westwood Holdings Group's portfolio in Q2 2026, its #324 holding.
Westwood Holdings Group first reported a position in Sunoco in Q3 2023 and has held it in 9 quarters since.
Westwood Holdings Group's Sunoco position peaked at $2.23M in Q1 2026.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.