Caitlin John’s Sunoco SUN Stock Holding History

Caitlin John’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	$144K	Sell	2,209 -196	-8%	-$11.9K	0.09%	202
2025 Q4	$126K	Buy	2,405 +5	+0.2%	+$264	0.08%	214
2025 Q3	$120K	Buy	+2,400	New	+$125K	0.08%	168
2025 Q1	–	Sell	-1,488	Closed	-$76.6K	–	715
2024 Q4	$76.6K	Buy	1,488 +103	+7%	+$5.44K	0.05%	192
2024 Q3	$71.3K	Buy	+1,385	New	+$75.1K	0.04%	203

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

Caitlin John's SUN Position: Q1 2026 in Review

Caitlin John reduced its Sunoco (SUN) stake by 8.1% in Q1 2026, selling an estimated $11.9K and leaving 2,209 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #202.

Caitlin John first reported a position in SUN in Q3 2024 and has held it in 5 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Caitlin John held 2,209 shares of Sunoco worth $144K as of Q1 2026.
Caitlin John sold 196 Sunoco shares in Q1 2026, an estimated $11.9K.
Sunoco made up 0.09% of Caitlin John's portfolio in Q1 2026, its #202 holding.
Caitlin John first reported a position in Sunoco in Q3 2024 and has held it in 5 quarters since.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.