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Chung Wu Investment Group’s Sunoco SUN Stock Holding History

Chung Wu Investment 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
Q1 		$117K Hold
1,800
– – 0.1% 102
2025
Q4 		$94.3K Hold
1,800
– – 0.08% 112
2025
Q3 		$90K Hold
1,800
– – 0.08% 116
2025
Q2 		$96.5K Buy
+1,800
New +$99.4K 0.1% 103

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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

Chung Wu Investment Group's SUN Position: Q1 2026 in Review

Chung Wu Investment Group held its Sunoco (SUN) position steady in Q1 2026 at 1,800 shares worth $117K. The position accounts for 0.1% of the portfolio, ranked #102.

Chung Wu Investment Group first reported a position in SUN in Q2 2025 and has held it in 4 quarters since. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

  • Chung Wu Investment Group held 1,800 shares of Sunoco worth $117K as of Q1 2026.
  • Chung Wu Investment Group left its Sunoco share count unchanged in Q1 2026.
  • Sunoco made up 0.1% of Chung Wu Investment Group's portfolio in Q1 2026, its #102 holding.
  • Chung Wu Investment Group first reported a position in Sunoco in Q2 2025 and has held it in 4 quarters since.
  • 294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Chung Wu Investment Group's 13F filing for Q1 2026, filed 12 May 2026.