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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Westwood Holdings Group's SUN Position: Q1 2026 in Review

Westwood Holdings Group opened a new position in Sunoco (SUN) in Q1 2026: 34,335 shares worth $2.23M. The stake represents 0.02% of the portfolio and ranks #316 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in SUN as recently as Q3 2025.

Westwood Holdings Group first reported a position in SUN in Q3 2023 and has held it in 8 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Westwood Holdings Group held 34,335 shares of Sunoco worth $2.23M as of Q1 2026.
  • Sunoco was a new Westwood Holdings Group position in Q1 2026.
  • Sunoco made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #316 holding.
  • Westwood Holdings Group first reported a position in Sunoco in Q3 2023 and has held it in 8 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.