Citigroup’s Sunoco SUN Stock Holding History

Citigroup’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
2020 Q1	–	Sell	-21,600	Closed	-$661K	–	7773
2019 Q4	$661K	Hold	21,600	–	–	﹤0.01%	4168
2019 Q3	$679K	Buy	+21,600	New	+$688K	﹤0.01%	4047
2017 Q2	–	Sell	-1,300	Closed	-$31K	–	7475
2017 Q1	$31K	Sell	1,300 -3,000	-70%	-$79.5K	﹤0.01%	6018
2016 Q4	$116K	Buy	+4,300	New	+$112K	﹤0.01%	5686

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

AAA

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

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Citigroup's SUN Position: Q3 2026 in Review

Citigroup increased its Sunoco (SUN) stake by 27% in Q3 2026, buying an estimated $3.73M and bringing the position to 237,261 shares worth $17.3M. The position accounts for 0.01% of the portfolio, ranked #1279.

Citigroup first reported a position in SUN in Q3 2013 and has held it in 50 quarters since. The position peaked at $268M in Q4 2015. 154 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

Citigroup held 237,261 shares of Sunoco worth $17.3M as of Q3 2026.
Citigroup bought 50,106 Sunoco shares in Q3 2026, an estimated $3.73M.
Sunoco made up 0.01% of Citigroup's portfolio in Q3 2026, its #1279 holding.
Citigroup first reported a position in Sunoco in Q3 2013 and has held it in 50 quarters since.
Citigroup's Sunoco position peaked at $268M in Q4 2015.
154 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.