Armstrong Advisory Group’s Sunoco SUN Stock Holding History

Armstrong Advisory 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 Q3	$15.9K	Hold	218	–	–	﹤0.01%	640
2026 Q2	$14.7K	Hold	218	–	–	﹤0.01%	650
2026 Q1	$14.2K	Hold	218	–	–	﹤0.01%	627
2025 Q4	$11.4K	Buy	218 +3	+1%	+$159	﹤0.01%	655
2025 Q3	$10.7K	Buy	215 +4	+2%	+$208	﹤0.01%	666
2025 Q2	$11.3K	Buy	211 +6	+3%	+$331	﹤0.01%	644
2025 Q1	$10.5K	Hold	205	–	–	﹤0.01%	614
2024 Q4	$10.5K	Buy	205 +4	+2%	+$211	﹤0.01%	614
2024 Q3	$10.8K	Buy	201 +3	+2%	+$163	﹤0.01%	580
2024 Q2	$11.2K	Sell	198 -180	-48%	-$9.8K	﹤0.01%	564
2024 Q1	$22.7K	Hold	378	–	–	﹤0.01%	459
2023 Q4	$22.7K	Buy	378 +3	+0.8%	+$160	﹤0.01%	459
2023 Q3	$18.4K	Buy	375 +3	+0.8%	+$136	﹤0.01%	510
2023 Q2	$16.2K	Buy	372 +3	+0.8%	+$133	﹤0.01%	528
2023 Q1	$16.2K	Buy	369 +4	+1%	+$180	﹤0.01%	509
2022 Q4	$15.7K	Buy	+365	New	+$15.4K	﹤0.01%	526

Other funds holding SUN

AAA

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

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

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

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Armstrong Advisory Group's SUN Position: Q3 2026 in Review

Armstrong Advisory Group held its Sunoco (SUN) position steady in Q3 2026 at 218 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Armstrong Advisory Group first reported a position in SUN in Q4 2022 and has held it in 16 quarters since. The position peaked at $22.7K in Q1 2024. 70 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Armstrong Advisory Group held 218 shares of Sunoco worth $15.9K as of Q3 2026.
Armstrong Advisory Group left its Sunoco share count unchanged in Q3 2026.
Sunoco made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #640 holding.
Armstrong Advisory Group first reported a position in Sunoco in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's Sunoco position peaked at $22.7K in Q1 2024.
70 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.