CJ
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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
Q2 		$131K Sell
1,943
-266
-12% -$17.7K 0.07% 234
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Caitlin John's SUN Position: Q2 2026 in Review

Caitlin John reduced its Sunoco (SUN) stake by 12% in Q2 2026, selling an estimated $17.7K and leaving 1,943 shares worth $131K. The position accounts for 0.07% of the portfolio, ranked #234.

Caitlin John first reported a position in SUN in Q3 2024 and has held it in 6 quarters since. The position peaked at $144K in Q1 2026. 303 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Caitlin John held 1,943 shares of Sunoco worth $131K as of Q2 2026.
  • Caitlin John sold 266 Sunoco shares in Q2 2026, an estimated $17.7K.
  • Sunoco made up 0.07% of Caitlin John's portfolio in Q2 2026, its #234 holding.
  • Caitlin John first reported a position in Sunoco in Q3 2024 and has held it in 6 quarters since.
  • Caitlin John's Sunoco position peaked at $144K in Q1 2026.
  • 303 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.