Hilltop Holdings’s Sunoco SUN Stock Holding History

Hilltop Holdings’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
2025 Q4	–	Sell	-11,802	Closed	-$590K	–	982
2025 Q3	$590K	Sell	11,802 -135	-1%	-$7.02K	0.03%	519
2025 Q2	$640K	Sell	11,937 -229	-2%	-$12.6K	0.04%	438
2025 Q1	$706K	Buy	12,166 +274	+2%	+$15.5K	0.04%	408
2024 Q4	$612K	Buy	11,892 +1,131	+11%	+$59.8K	0.04%	440
2024 Q3	$578K	Buy	10,761 +1,117	+12%	+$60.6K	0.04%	453
2024 Q2	$545K	Buy	+9,644	New	+$526K	0.06%	341

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

EIP

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

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

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

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

CLG

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

Hilltop Holdings's SUN Position: Q4 2025 in Review

Hilltop Holdings sold out of Sunoco (SUN) in Q4 2025, closing a stake of 11,802 shares — an estimated $590K sold.

Hilltop Holdings first reported a position in SUN in Q2 2024 and held it in 6 quarters. The position peaked at $706K in Q1 2025. 274 funds tracked by Wall St. Rank hold SUN as of Q4 2025.

Hilltop Holdings reported no remaining Sunoco position as of Q4 2025 after selling out during the quarter.
Hilltop Holdings sold 11,802 Sunoco shares in Q4 2025, an estimated $590K.
Hilltop Holdings first reported a position in Sunoco in Q2 2024 and held it in 6 quarters.
Hilltop Holdings's Sunoco position peaked at $706K in Q1 2025.
274 funds tracked by Wall St. Rank held Sunoco as of Q4 2025.

Based on Hilltop Holdings's 13F filing for Q4 2025, filed 17 Feb 2026.