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 $21.3B 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

Citigroup's SUN Position: Q1 2026 in Review

Citigroup increased its Sunoco (SUN) stake by 15% in Q1 2026, buying an estimated $1.92M and bringing the position to 238,569 shares worth $15.5M. The position accounts for 0.01% of the portfolio, ranked #1217.

Citigroup first reported a position in SUN in Q3 2013 and has held it in 48 quarters since. The position peaked at $268M in Q4 2015. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

Citigroup held 238,569 shares of Sunoco worth $15.5M as of Q1 2026.
Citigroup bought 31,713 Sunoco shares in Q1 2026, an estimated $1.92M.
Sunoco made up 0.01% of Citigroup's portfolio in Q1 2026, its #1217 holding.
Citigroup first reported a position in Sunoco in Q3 2013 and has held it in 48 quarters since.
Citigroup's Sunoco position peaked at $268M in Q4 2015.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.