Abel Hall LLC’s Sunoco SUN Stock Holding History

Abel Hall LLC’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 Q3	$437K	Hold	6,000	–	–	0.08%	264
2026 Q2	$405K	Hold	6,000	–	–	0.07%	326
2026 Q1	$390K	Hold	6,000	–	–	0.08%	294
2025 Q4	$314K	Hold	6,000	–	–	0.07%	312
2025 Q3	$300K	Buy	+6,000	New	+$312K	0.12%	179

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kercheville Advisors San Antonio, Texas $361M AUM 57.53% 1-Year Est. Return

Abel Hall LLC's SUN Position: Q3 2026 in Review

Abel Hall LLC held its Sunoco (SUN) position steady in Q3 2026 at 6,000 shares worth $437K. The position accounts for 0.08% of the portfolio, ranked #264.

Abel Hall LLC first reported a position in SUN in Q3 2025 and has held it in 5 quarters since. 154 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Abel Hall LLC held 6,000 shares of Sunoco worth $437K as of Q3 2026.
Abel Hall LLC left its Sunoco share count unchanged in Q3 2026.
Sunoco made up 0.08% of Abel Hall LLC's portfolio in Q3 2026, its #264 holding.
Abel Hall LLC first reported a position in Sunoco in Q3 2025 and has held it in 5 quarters since.
154 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.