1900 Wealth Management’s Sunoco SUN Stock Holding History

1900 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 Q1	–	Sell	-4,508	Closed	-$236K	–	264
2025 Q4	$236K	Sell	4,508 -204	-4%	-$10.8K	0.02%	225
2025 Q3	$236K	Buy	4,712 +38	+0.8%	+$1.98K	0.02%	216
2025 Q2	$251K	Buy	4,674 +34	+0.7%	+$1.88K	0.02%	201
2025 Q1	$269K	Buy	4,640 +14	+0.3%	+$792	0.02%	194
2024 Q4	$238K	Sell	4,626 -914	-16%	-$48.3K	0.02%	204
2024 Q3	$297K	Buy	+5,540	New	+$301K	0.03%	191

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.61B AUM 37.17% 1-Year Est. Return

1900 Wealth Management's SUN Position: Q1 2026 in Review

1900 Wealth Management sold out of Sunoco (SUN) in Q1 2026, closing a stake of 4,508 shares — an estimated $236K sold.

1900 Wealth Management first reported a position in SUN in Q3 2024 and held it in 6 quarters. The position peaked at $297K in Q3 2024. 295 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

1900 Wealth Management reported no remaining Sunoco position as of Q1 2026 after selling out during the quarter.
1900 Wealth Management sold 4,508 Sunoco shares in Q1 2026, an estimated $236K.
1900 Wealth Management first reported a position in Sunoco in Q3 2024 and held it in 6 quarters.
1900 Wealth Management's Sunoco position peaked at $297K in Q3 2024.
295 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on 1900 Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.