HighPoint Advisor Group’s Sunoco SUN Stock Holding History

HighPoint Advisor Group’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	$254K	Sell	3,905 -679	-15%	-$41.2K	0.01%	568
2025 Q4	$240K	Sell	4,584 -1,000	-18%	-$52.8K	0.01%	954
2025 Q3	$279K	Hold	5,584	–	–	0.01%	555
2025 Q2	$299K	Buy	5,584 +1,050	+23%	+$58K	0.02%	518
2025 Q1	$268K	Sell	4,534 -1,000	-18%	-$56.6K	0.02%	521
2024 Q4	$311K	Sell	5,534 -50	-0.9%	-$2.64K	0.02%	495
2024 Q3	$300K	Sell	5,584 -800	-13%	-$43.4K	0.02%	491
2024 Q2	$352K	Buy	6,384 +2,000	+46%	+$109K	0.02%	423
2024 Q1	$231K	Buy	+4,384	New	+$265K	0.02%	556
2020 Q4	–	Sell	-9,000	Closed	-$234K	–	504
2020 Q3	$234K	Sell	9,000 -1,000	-10%	-$25.2K	0.04%	319
2020 Q2	$233K	Buy	+10,000	New	+$232K	0.05%	290
2019 Q4	–	Sell	-4,147	Closed	-$132K	–	465
2019 Q3	$132K	Sell	4,147 -1,000	-19%	-$31.9K	0.03%	405
2019 Q2	$173K	Buy	+5,147	New	+$158K	0.04%	337
2018 Q4	–	Sell	-6,310	Closed	-$184K	–	355
2018 Q3	$184K	Buy	+6,310	New	+$170K	0.05%	315

Other funds holding SUN

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

HighPoint Advisor Group's SUN Position: Q1 2026 in Review

HighPoint Advisor Group reduced its Sunoco (SUN) stake by 15% in Q1 2026, selling an estimated $41.2K and leaving 3,905 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #568.

HighPoint Advisor Group first reported a position in SUN in Q3 2018 and has held it in 14 quarters since. The position peaked at $352K in Q2 2024. 294 funds tracked by Wall St. Rank hold SUN as of Q1 2026.

HighPoint Advisor Group held 3,905 shares of Sunoco worth $254K as of Q1 2026.
HighPoint Advisor Group sold 679 Sunoco shares in Q1 2026, an estimated $41.2K.
Sunoco made up 0.01% of HighPoint Advisor Group's portfolio in Q1 2026, its #568 holding.
HighPoint Advisor Group first reported a position in Sunoco in Q3 2018 and has held it in 14 quarters since.
HighPoint Advisor Group's Sunoco position peaked at $352K in Q2 2024.
294 funds tracked by Wall St. Rank held Sunoco as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.