CT
SUN icon

Coastline Trust’s Sunoco SUN Stock Holding History

Coastline Trust’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
Q3 		– Sell
-180
Closed -$12.2K – 386
2026
Q2 		$12.2K Hold
180
– – ﹤0.01% 356
2026
Q1 		$11.7K Hold
180
– – ﹤0.01% 355
2025
Q4 		$9.43K Hold
180
– – ﹤0.01% 357
2025
Q3 		$9K Hold
180
– – ﹤0.01% 347
2025
Q2 		$9.65K Hold
180
– – ﹤0.01% 348
2025
Q1 		$10.5K Hold
180
– – ﹤0.01% 344
2024
Q4 		$9.26K Hold
180
– – ﹤0.01% 361
2024
Q3 		$9.66K Buy
+180
New +$9.77K ﹤0.01% 384
2020
Q2 		– Sell
-15,320
Closed -$240K – 310
2020
Q1 		$240K Buy
15,320
+405
+3% +$10.9K 0.04% 280
2019
Q4 		$456K Buy
14,915
+2,320
+18% +$73.1K 0.06% 259
2019
Q3 		$396K Buy
+12,595
New +$401K 0.06% 261

Other funds holding SUN

AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

Coastline Trust's SUN Position: Q3 2026 in Review

Coastline Trust sold out of Sunoco (SUN) in Q3 2026, closing a stake of 180 shares — an estimated $12.2K sold.

Coastline Trust first reported a position in SUN in Q3 2019 and held it in 11 quarters. The position peaked at $456K in Q4 2019. 30 funds tracked by Wall St. Rank hold SUN as of Q3 2026.

  • Coastline Trust reported no remaining Sunoco position as of Q3 2026 after selling out during the quarter.
  • Coastline Trust sold 180 Sunoco shares in Q3 2026, an estimated $12.2K.
  • Coastline Trust first reported a position in Sunoco in Q3 2019 and held it in 11 quarters.
  • Coastline Trust's Sunoco position peaked at $456K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held Sunoco as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.