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 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup's SUN Position: Q2 2026 in Review

Citigroup reduced its Sunoco (SUN) stake by 22% in Q2 2026, selling an estimated $3.42M and leaving 187,155 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1438.

Citigroup first reported a position in SUN in Q3 2013 and has held it in 49 quarters since. The position peaked at $268M in Q4 2015. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Citigroup held 187,155 shares of Sunoco worth $12.6M as of Q2 2026.
Citigroup sold 51,414 Sunoco shares in Q2 2026, an estimated $3.42M.
Sunoco made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #1438 holding.
Citigroup first reported a position in Sunoco in Q3 2013 and has held it in 49 quarters since.
Citigroup's Sunoco position peaked at $268M in Q4 2015.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.