Basepoint Wealth’s Sunoco SUN Stock Holding History

Basepoint Wealth’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	$7.04K	Buy	108 +2	+2%	+$121	﹤0.01%	443
2025 Q4	$5.6K	Buy	+106	New	+$5.6K	﹤0.01%	452

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

CLG

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RIA

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return

Basepoint Wealth's SUN Position: Q1 2026 in Review

Basepoint Wealth increased its Sunoco (SUN) stake by 1.9% in Q1 2026, buying an estimated $121 and bringing the position to 108 shares worth $7.04K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Basepoint Wealth first reported a position in SUN in Q4 2025 and has held it in 2 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Basepoint Wealth held 108 shares of Sunoco worth $7.04K as of Q1 2026.
Basepoint Wealth bought 2 Sunoco shares in Q1 2026, an estimated $121.
Sunoco made up ﹤0.01% of Basepoint Wealth's portfolio in Q1 2026, its #443 holding.
Basepoint Wealth first reported a position in Sunoco in Q4 2025 and has held it in 2 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.