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Independence Bank of Kentucky’s Sunoco SUN Stock Holding History

Independence Bank of Kentucky’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 		– Sell
-1,022
Closed -$66.4K – 622
2026
Q1 		$66.4K Hold
1,022
– – 0.01% 382
2025
Q4 		$53.6K Hold
1,022
– – 0.01% 410
2025
Q3 		$51.1K Hold
1,022
– – 0.01% 409
2025
Q2 		$54.8K Hold
1,022
– – 0.01% 396
2025
Q1 		$59.3K Hold
1,022
– – 0.01% 382
2024
Q4 		$52.6K Buy
+1,022
New +$54K 0.01% 388

Other funds holding SUN

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KA
Kercheville Advisors San Antonio, Texas $328M AUM 76.85% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Independence Bank of Kentucky's SUN Position: Q2 2026 in Review

Independence Bank of Kentucky sold out of Sunoco (SUN) in Q2 2026, closing a stake of 1,022 shares — an estimated $66.4K sold.

Independence Bank of Kentucky first reported a position in SUN in Q4 2024 and held it in 6 quarters. The position peaked at $66.4K in Q1 2026. 126 funds tracked by Wall St. Rank hold SUN as of Q2 2026.

  • Independence Bank of Kentucky reported no remaining Sunoco position as of Q2 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 1,022 Sunoco shares in Q2 2026, an estimated $66.4K.
  • Independence Bank of Kentucky first reported a position in Sunoco in Q4 2024 and held it in 6 quarters.
  • Independence Bank of Kentucky's Sunoco position peaked at $66.4K in Q1 2026.
  • 126 funds tracked by Wall St. Rank held Sunoco as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.