Crumly & Associates’s Sunoco SUN Stock Holding History

Crumly & Associates’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	$318K	Hold	4,711	–	–	0.06%	157
2026 Q1	$306K	Hold	4,711	–	–	0.06%	155
2025 Q4	$247K	Hold	4,711	–	–	0.05%	172
2025 Q3	$236K	Hold	4,711	–	–	0.05%	174
2025 Q2	$252K	Hold	4,711	–	–	0.06%	139
2025 Q1	$274K	Hold	4,711	–	–	0.08%	137
2024 Q4	$242K	Sell	4,711 -1	-0%	-$53	0.07%	139
2024 Q3	$253K	Sell	4,712 -241	-5%	-$13.1K	0.07%	132
2024 Q2	$280K	Buy	+4,953	New	+$270K	0.08%	122

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

Crumly & Associates's SUN Position: Q2 2026 in Review

Crumly & Associates held its Sunoco (SUN) position steady in Q2 2026 at 4,711 shares worth $318K. The position accounts for 0.06% of the portfolio, ranked #157.

Crumly & Associates first reported a position in SUN in Q2 2024 and has held it in 9 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Crumly & Associates held 4,711 shares of Sunoco worth $318K as of Q2 2026.
Crumly & Associates left its Sunoco share count unchanged in Q2 2026.
Sunoco made up 0.06% of Crumly & Associates's portfolio in Q2 2026, its #157 holding.
Crumly & Associates first reported a position in Sunoco in Q2 2024 and has held it in 9 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.