Gilman Hill Asset Management’s Sunoco SUN Stock Holding History

Gilman Hill Asset Management’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	$3.4M	Buy	50,349 +1,790	+4%	+$119K	0.46%	82
2026 Q1	$3.15M	Buy	48,559 +9,885	+26%	+$600K	0.48%	81
2025 Q4	$2.03M	Buy	38,674 +1,045	+3%	+$55.2K	0.32%	89
2025 Q3	$1.88M	Buy	37,629 +14,620	+64%	+$760K	0.29%	93
2025 Q2	$1.23M	Buy	23,009 +4,335	+23%	+$239K	0.2%	104
2025 Q1	$1.08M	Hold	18,674	–	–	0.19%	103
2024 Q4	$961K	Hold	18,674	–	–	0.17%	114
2024 Q3	$1M	Hold	18,674	–	–	0.17%	109
2024 Q2	$1.06M	Buy	+18,674	New	+$1.02M	0.19%	101
2016 Q4	–	Sell	-10,875	Closed	-$315K	–	201
2016 Q3	$315K	Buy	10,875 +500	+5%	+$15K	0.12%	132
2016 Q2	$311K	Buy	10,375 +125	+1%	+$4.09K	0.13%	126
2016 Q1	$340K	Buy	10,250 +250	+3%	+$7.97K	0.16%	121
2015 Q4	$396K	Buy	+10,000	New	+$360K	0.19%	106

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

Gilman Hill Asset Management's SUN Position: Q2 2026 in Review

Gilman Hill Asset Management increased its Sunoco (SUN) stake by 3.7% in Q2 2026, buying an estimated $119K and bringing the position to 50,349 shares worth $3.4M. The position accounts for 0.46% of the portfolio, ranked #82.

Gilman Hill Asset Management first reported a position in SUN in Q4 2015 and has held it in 13 quarters since. 302 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

Gilman Hill Asset Management held 50,349 shares of Sunoco worth $3.4M as of Q2 2026.
Gilman Hill Asset Management bought 1,790 Sunoco shares in Q2 2026, an estimated $119K.
Sunoco made up 0.46% of Gilman Hill Asset Management's portfolio in Q2 2026, its #82 holding.
Gilman Hill Asset Management first reported a position in Sunoco in Q4 2015 and has held it in 13 quarters since.
302 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Gilman Hill Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.