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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
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
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coastline Trust's SUN Position: Q2 2026 in Review

Coastline Trust held its Sunoco (SUN) position steady in Q2 2026 at 180 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

Coastline Trust first reported a position in SUN in Q3 2019 and has held it in 11 quarters since. The position peaked at $456K in Q4 2019. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Coastline Trust held 180 shares of Sunoco worth $12.2K as of Q2 2026.
  • Coastline Trust left its Sunoco share count unchanged in Q2 2026.
  • Sunoco made up ﹤0.01% of Coastline Trust's portfolio in Q2 2026, its #356 holding.
  • Coastline Trust first reported a position in Sunoco in Q3 2019 and has held it in 11 quarters since.
  • Coastline Trust's Sunoco position peaked at $456K in Q4 2019.
  • 302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Coastline Trust's 13F filing for Q2 2026, filed 14 Aug 2026.