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Fractal Investments’s Sunoco SUN Stock Holding History

Fractal Investments’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 		$40.1M Hold
616,542
– – 4.74% 9
2025
Q4 		$32.3M Hold
616,542
– – 4.51% 9
2025
Q3 		$30.8M Hold
616,542
– – 4.45% 9
2025
Q2 		$33M Buy
616,542
+63,774
+12% +$3.52M 4.71% 7
2025
Q1 		$32.1M Hold
552,768
– – 4.46% 8
2024
Q4 		$28.4M Sell
552,768
-119,914
-18% -$6.34M 4.35% 9
2024
Q3 		$36.1M Hold
672,682
– – 6.1% 6
2024
Q2 		$38M Buy
672,682
+430,682
+178% +$23.5M 6.62% 6
2024
Q1 		$14.6M Hold
242,000
– – 2.65% 10
2023
Q4 		$14.5M Buy
242,000
+222,000
+1,110% +$11.8M 2.98% 10
2023
Q3 		$979K Hold
20,000
– – 0.2% 33
2023
Q2 		$871K Hold
20,000
– – 0.19% 37
2023
Q1 		$878K Buy
+20,000
New +$901K 0.2% 38

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
CLG
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Recurrent Investment Advisors Houston, Texas $1.66B AUM 38.27% 1-Year Est. Return