Cullen/Frost Bankers’s Sunoco SUN Stock Holding History

Cullen/Frost Bankers’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 Q1	$467K	Buy	7,195 +50	+0.7%	+$3.03K	0.01%	440
2025 Q4	$374K	Sell	7,145 -500	-7%	-$26.4K	﹤0.01%	464
2025 Q3	$382K	Buy	7,645 +5,690	+291%	+$296K	﹤0.01%	441
2025 Q2	$105K	Hold	1,955	–	–	﹤0.01%	633
2025 Q1	$114K	Buy	1,955 +248	+15%	+$14K	﹤0.01%	586
2024 Q4	$87.8K	Buy	1,707 +62	+4%	+$3.28K	﹤0.01%	622
2024 Q3	$88.3K	Buy	+1,645	New	+$89.2K	﹤0.01%	629
2020 Q4	–	Sell	-12,000	Closed	-$293K	–	1179
2020 Q3	$293K	Hold	12,000	–	–	0.01%	412
2020 Q2	$274K	Hold	12,000	–	–	0.01%	399
2020 Q1	$188K	Hold	12,000	–	–	0.01%	370
2019 Q4	$367K	Hold	12,000	–	–	0.01%	344
2019 Q3	$377K	Hold	12,000	–	–	0.01%	338
2019 Q2	$375K	Hold	12,000	–	–	0.01%	335
2019 Q1	$374K	Hold	12,000	–	–	0.01%	321
2018 Q4	$326K	Hold	12,000	–	–	0.01%	321
2018 Q3	$355K	Hold	12,000	–	–	0.01%	327
2018 Q2	$300K	Hold	12,000	–	–	0.01%	347
2018 Q1	$306K	Hold	12,000	–	–	0.01%	348
2017 Q4	$341K	Sell	12,000 -1,000	-8%	-$30.1K	0.01%	317
2017 Q3	$404K	Hold	13,000	–	–	0.01%	304
2017 Q2	$398K	Hold	13,000	–	–	0.01%	297
2017 Q1	$314K	Hold	13,000	–	–	0.01%	322
2016 Q4	$350K	Hold	13,000	–	–	0.01%	309
2016 Q3	$377K	Hold	13,000	–	–	0.01%	291
2016 Q2	$389K	Hold	13,000	–	–	0.01%	290
2016 Q1	$431K	Hold	13,000	–	–	0.02%	285
2015 Q4	$515K	Hold	13,000	–	–	0.02%	271
2015 Q3	$440K	Hold	13,000	–	–	0.02%	284
2015 Q2	$589K	Hold	13,000	–	–	0.02%	284
2015 Q1	$668K	Hold	13,000	–	–	0.03%	275
2014 Q4	$647K	Hold	13,000	–	–	0.02%	282
2014 Q3	$715K	Hold	13,000	–	–	0.03%	270
2014 Q2	$610K	Sell	13,000 -6,000	-32%	-$256K	0.02%	282
2014 Q1	$668K	Hold	19,000	–	–	0.03%	270
2013 Q4	$629K	Hold	19,000	–	–	0.03%	261
2013 Q3	$572K	Hold	19,000	–	–	0.03%	269
2013 Q2	$557K	Buy	+19,000	New	+$574K	0.03%	265

Other funds holding SUN

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return