Anchor Investment Management’s Sunoco SUN Stock Holding History

Anchor Investment 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 Q2	$203K	Hold	3,000	–	–	0.02%	388
2026 Q1	$195K	Hold	3,000	–	–	0.02%	384
2025 Q4	$157K	Hold	3,000	–	–	0.01%	420
2025 Q3	$150K	Hold	3,000	–	–	0.01%	423
2025 Q2	$161K	Hold	3,000	–	–	0.01%	405
2025 Q1	$174K	Hold	3,000	–	–	0.02%	381
2024 Q4	$154K	Hold	3,000	–	–	0.01%	400
2024 Q3	$161K	Hold	3,000	–	–	0.02%	401
2024 Q2	$170K	Hold	3,000	–	–	0.02%	368
2024 Q1	$181K	Sell	3,000 -1,000	-25%	-$60.5K	0.02%	370
2023 Q4	$240K	Sell	4,000 -2,663	-40%	-$142K	0.03%	323
2023 Q3	$326K	Hold	6,663	–	–	0.04%	282
2023 Q2	$290K	Sell	6,663 -3,315	-33%	-$147K	0.04%	285
2023 Q1	$438K	Hold	9,978	–	–	0.06%	244
2022 Q4	$430K	Hold	9,978	–	–	0.06%	240
2022 Q3	$389K	Hold	9,978	–	–	0.06%	243
2022 Q2	$372K	Buy	9,978 +315	+3%	+$12.8K	0.05%	255
2022 Q1	$395K	Hold	9,663	–	–	0.05%	279
2021 Q4	$395K	Hold	9,663	–	–	0.05%	281
2021 Q3	$361K	Sell	9,663 -500	-5%	-$18.6K	0.05%	273
2021 Q2	$383K	Hold	10,163	–	–	0.05%	267
2021 Q1	$324K	Hold	10,163	–	–	0.05%	276
2020 Q4	$292K	Buy	10,163 +3,500	+53%	+$94.9K	0.05%	240
2020 Q3	$163K	Hold	6,663	–	–	0.03%	308
2020 Q2	$152K	Hold	6,663	–	–	0.03%	307
2020 Q1	$104K	Hold	6,663	–	–	0.03%	333
2019 Q4	$204K	Hold	6,663	–	–	0.04%	292
2019 Q3	$210K	Hold	6,663	–	–	0.05%	285
2019 Q2	$208K	Hold	6,663	–	–	0.05%	289
2019 Q1	$208K	Hold	6,663	–	–	0.05%	279
2018 Q4	$181K	Buy	+6,663	New	+$186K	0.05%	285

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

Anchor Investment Management's SUN Position: Q2 2026 in Review

Anchor Investment Management held its Sunoco (SUN) position steady in Q2 2026 at 3,000 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #388.

Anchor Investment Management first reported a position in SUN in Q4 2018 and has held it in 31 quarters since. The position peaked at $438K in Q1 2023. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Anchor Investment Management held 3,000 shares of Sunoco worth $203K as of Q2 2026.
Anchor Investment Management left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.02% of Anchor Investment Management's portfolio in Q2 2026, its #388 holding.
Anchor Investment Management first reported a position in Sunoco in Q4 2018 and has held it in 31 quarters since.
Anchor Investment Management's Sunoco position peaked at $438K in Q1 2023.
303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.