American Financial Group’s Sunoco SUN Stock Holding History

American Financial 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	$1.35M	Hold	20,000	–	–	0.48%	37
2026 Q1	$1.3M	Hold	20,000	–	–	0.48%	32
2025 Q4	$1.05M	Hold	20,000	–	–	0.38%	35
2025 Q3	$1M	Buy	20,000 +500	+3%	+$26K	0.39%	33
2025 Q2	$1.05M	Hold	19,500	–	–	0.39%	32
2025 Q1	$1.13M	Hold	19,500	–	–	0.48%	31
2024 Q4	$1M	Hold	19,500	–	–	0.46%	32
2024 Q3	$1.05M	Hold	19,500	–	–	0.45%	37
2024 Q2	$1.1M	Buy	19,500 +4,000	+26%	+$218K	0.47%	36
2024 Q1	$934K	Hold	15,500	–	–	0.35%	45
2023 Q4	$929K	Hold	15,500	–	–	0.34%	47
2023 Q3	$759K	Hold	15,500	–	–	0.26%	58
2023 Q2	$675K	Hold	15,500	–	–	0.21%	61
2023 Q1	$680K	Hold	15,500	–	–	0.21%	61
2022 Q4	$668K	Hold	15,500	–	–	0.22%	63
2022 Q3	$604K	Buy	15,500 +500	+3%	+$19.7K	0.21%	63
2022 Q2	$559K	Hold	15,000	–	–	0.19%	67
2022 Q1	$613K	Hold	15,000	–	–	0.19%	64
2021 Q4	$612K	Hold	15,000	–	–	0.17%	65
2021 Q3	$560K	Hold	15,000	–	–	0.15%	66
2021 Q2	$566K	Sell	15,000 -15,000	-50%	-$532K	0.14%	66
2021 Q1	$956K	Hold	30,000	–	–	0.16%	69
2020 Q4	$864K	Hold	30,000	–	–	0.11%	84
2020 Q3	$732K	Hold	30,000	–	–	0.1%	84
2020 Q2	$686K	Buy	30,000 +4,000	+15%	+$93K	0.09%	92
2020 Q1	$406K	Buy	26,000 +18,000	+225%	+$483K	0.05%	106
2019 Q4	$244K	Buy	+8,000	New	+$252K	0.02%	119

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

American Financial Group's SUN Position: Q2 2026 in Review

American Financial Group held its Sunoco (SUN) position steady in Q2 2026 at 20,000 shares worth $1.35M. The position accounts for 0.48% of the portfolio, ranked #37.

American Financial Group first reported a position in SUN in Q4 2019 and has held it in 27 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

American Financial Group held 20,000 shares of Sunoco worth $1.35M as of Q2 2026.
American Financial Group left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.48% of American Financial Group's portfolio in Q2 2026, its #37 holding.
American Financial Group first reported a position in Sunoco in Q4 2019 and has held it in 27 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on American Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.