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

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return